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 | $43,507 | $127,264-65.8% | $109,895-60.4% | $167,490-74.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 2.84% | 22.97%-20.1pp | 29.45%-26.6pp | 478.56%-475.7pp |
| Employer contribution / active EE | $2,874 | $3,322-13.5% | $2,842+1.1% | $4,837-40.6% |
| Participant deferral / active EE | $2,291 | $4,514-49.3% | $4,048-43.4% | $6,341-63.9% |
| Admin fee / account holder | $11,940 | $7,114+67.8% | $6,066+96.8% | $12,309-3.0% |