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 | $84,901 | $181,894-53.3% | $156,549-45.8% | $273,961-69.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.40% | 30.74%-28.3pp | 32.23%-29.8pp | 41.45%-39.1pp |
| Employer contribution / active EE | $1,411 | $6,248-77.4% | $5,501-74.3% | $4,869-71.0% |
| Participant deferral / active EE | $6,493 | $5,550+17.0% | $4,871+33.3% | $5,287+22.8% |
| Admin fee / account holder | $557 | $15,559-96.4% | $13,027-95.7% | $10,132-94.5% |