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 | $69,641 | $215,361-67.7% | $171,082-59.3% | $273,961-74.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 0.92% | 25.14%-24.2pp | 32.56%-31.6pp | 41.45%-40.5pp |
| Employer contribution / active EE | $4,240 | $4,967-14.6% | $4,002+5.9% | $4,869-12.9% |
| Participant deferral / active EE | $5,469 | $5,543-1.3% | $4,797+14.0% | $5,287+3.4% |
| Admin fee / account holder | $2,158 | $10,846-80.1% | $8,520-74.7% | $10,132-78.7% |