See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,263 | $148,534+63.1% | $135,903+78.3% | $139,434+73.7% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.5pp |
| Annual return | 0.62% | 79.19%-78.6pp | 68.23%-67.6pp | 372.94%-372.3pp |
| Employer contribution / active EE | $2,974 | $5,243-43.3% | $4,856-38.7% | $4,751-37.4% |
| Participant deferral / active EE | $5,342 | $8,100-34.0% | $7,758-31.1% | $6,710-20.4% |
| Admin fee / account holder | $1,254 | $12,400-89.9% | $10,762-88.3% | $11,403-89.0% |