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 | $56,761 | $114,381-50.4% | $107,525-47.2% | $142,382-60.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 11.60% | 242.71%-231.1pp | 181.32%-169.7pp | 217.08%-205.5pp |
| Employer contribution / active EE | $4,054 | $4,015+1.0% | $3,754+8.0% | $4,299-5.7% |
| Participant deferral / active EE | $3,091 | $5,564-44.4% | $5,116-39.6% | $6,507-52.5% |
| Admin fee / account holder | $1,425 | $9,860-85.5% | $8,919-84.0% | $12,624-88.7% |