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 | $37,645 | $117,983-68.1% | $101,794-63.0% | $142,382-73.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 8.63% | 36.92%-28.3pp | 30.53%-21.9pp | 217.08%-208.4pp |
| Employer contribution / active EE | $2,761 | $2,773-0.4% | $2,289+20.6% | $4,299-35.8% |
| Participant deferral / active EE | $9,093 | $4,714+92.9% | $4,084+122.7% | $6,507+39.7% |
| Admin fee / account holder | $17,346 | $10,433+66.3% | $8,777+97.6% | $12,624+37.4% |