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 | $29,077 | $135,952-78.6% | $123,892-76.5% | $273,961-89.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.02% | 56.63%-53.6pp | 47.52%-44.5pp | 41.45%-38.4pp |
| Employer contribution / active EE | $1,204 | $5,170-76.7% | $4,617-73.9% | $4,869-75.3% |
| Participant deferral / active EE | $4,475 | $6,343-29.4% | $5,984-25.2% | $5,287-15.4% |
| Admin fee / account holder | $131,443 | $9,817+1238.9% | $8,357+1472.9% | $10,132+1197.3% |