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 | $42,602 | $100,970-57.8% | $96,576-55.9% | $137,256-69.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 4.40% | 38.16%-33.8pp | 38.47%-34.1pp | 220.34%-215.9pp |
| Employer contribution / active EE | $5,392 | $3,809+41.6% | $3,553+51.8% | $4,156+29.7% |
| Participant deferral / active EE | $32,550 | $8,286+292.8% | $7,956+309.1% | $6,407+408.1% |
| Admin fee / account holder | $53,692 | $11,312+374.7% | $11,381+371.8% | $12,270+337.6% |