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 | $45,905 | $106,584-56.9% | $101,326-54.7% | $142,382-67.8% |
| Participation rate | 93.8% | 82.7%+11.1pp | 81.5%+12.3pp | 80.1%+13.6pp |
| Annual return | 9.07% | 36.93%-27.9pp | 36.82%-27.7pp | 217.08%-208.0pp |
| Employer contribution / active EE | $2,860 | $3,956-27.7% | $3,665-22.0% | $4,299-33.5% |
| Participant deferral / active EE | $5,398 | $8,297-34.9% | $7,994-32.5% | $6,507-17.0% |
| Admin fee / account holder | $34,384 | $11,446+200.4% | $11,185+207.4% | $12,624+172.4% |