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 | $36,755 | $106,584-65.5% | $101,326-63.7% | $142,382-74.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 12.07% | 36.93%-24.9pp | 36.82%-24.8pp | 217.08%-205.0pp |
| Employer contribution / active EE | $1,344 | $3,956-66.0% | $3,665-63.3% | $4,299-68.7% |
| Participant deferral / active EE | $2,901 | $8,297-65.0% | $7,994-63.7% | $6,507-55.4% |
| Admin fee / account holder | $611 | $11,446-94.7% | $11,185-94.5% | $12,624-95.2% |