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 | $74,046 | $181,894-59.3% | $156,549-52.7% | $273,961-73.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.51% | 30.74%-28.2pp | 32.23%-29.7pp | 41.45%-38.9pp |
| Employer contribution / active EE | $2,233 | $6,248-64.3% | $5,501-59.4% | $4,869-54.1% |
| Participant deferral / active EE | $7,200 | $5,550+29.7% | $4,871+47.8% | $5,287+36.2% |
| Admin fee / account holder | $611 | $15,559-96.1% | $13,027-95.3% | $10,132-94.0% |