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 | $35,803 | $135,952-73.7% | $123,892-71.1% | $273,961-86.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.07% | 56.63%-53.6pp | 47.52%-44.4pp | 41.45%-38.4pp |
| Employer contribution / active EE | $1,855 | $5,170-64.1% | $4,617-59.8% | $4,869-61.9% |
| Participant deferral / active EE | $6,122 | $6,343-3.5% | $5,984+2.3% | $5,287+15.8% |
| Admin fee / account holder | $4,434 | $9,817-54.8% | $8,357-46.9% | $10,132-56.2% |