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 | $44,627 | $105,181-57.6% | $159,436-72.0% | $85,850-48.0% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.8%+13.3pp | 69.3%+26.8pp |
| Annual return | 11.05% | 45.07%-34.0pp | 263.57%-252.5pp | 318.53%-307.5pp |
| Employer contribution / active EE | $3,433 | $3,318+3.5% | $4,829-28.9% | $2,565+33.8% |
| Participant deferral / active EE | $5,115 | $5,945-14.0% | $7,352-30.4% | $3,952+29.4% |
| Admin fee / account holder | $467 | $6,933-93.3% | $10,799-95.7% | $6,260-92.5% |