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 8-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 | $46,123 | $127,264-63.8% | $109,895-58.0% | $167,490-72.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 2.48% | 22.97%-20.5pp | 29.45%-27.0pp | 478.56%-476.1pp |
| Employer contribution / active EE | $8,812 | $3,322+165.2% | $2,842+210.0% | $4,837+82.2% |
| Participant deferral / active EE | $3,565 | $4,514-21.0% | $4,048-11.9% | $6,341-43.8% |
| Admin fee / account holder | $2,765 | $7,114-61.1% | $6,066-54.4% | $12,309-77.5% |