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 | $33,967 | $135,952-75.0% | $123,892-72.6% | $273,961-87.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 2.25% | 56.63%-54.4pp | 47.52%-45.3pp | 41.45%-39.2pp |
| Employer contribution / active EE | $1,870 | $5,170-63.8% | $4,617-59.5% | $4,869-61.6% |
| Participant deferral / active EE | $2,333 | $6,343-63.2% | $5,984-61.0% | $5,287-55.9% |
| Admin fee / account holder | $656 | $9,817-93.3% | $8,357-92.2% | $10,132-93.5% |