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 | $49,721 | $106,515-53.3% | $96,683-48.6% | $139,434-64.3% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 7.44% | 38.43%-31.0pp | 35.69%-28.3pp | 372.94%-365.5pp |
| Employer contribution / active EE | $15,650 | $4,103+281.4% | $3,737+318.8% | $4,751+229.4% |
| Participant deferral / active EE | $10,584 | $5,454+94.1% | $4,878+117.0% | $6,710+57.7% |
| Admin fee / account holder | $63,814 | $7,877+710.1% | $6,730+848.3% | $11,403+459.6% |