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 | $31,926 | $106,749-70.1% | $145,433-78.0% | $82,448-61.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 10.88% | 27.59%-16.7pp | 66.58%-55.7pp | 41.64%-30.8pp |
| Employer contribution / active EE | $3,077 | $3,444-10.7% | $4,554-32.5% | $2,551+20.6% |
| Participant deferral / active EE | $8,507 | $6,519+30.5% | $7,897+7.7% | $4,139+105.5% |
| Admin fee / account holder | $8,991 | $8,390+7.2% | $13,129-31.5% | $7,234+24.3% |