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 | $50,582 | $135,952-62.8% | $123,892-59.2% | $273,961-81.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 1.87% | 56.63%-54.8pp | 47.52%-45.7pp | 41.45%-39.6pp |
| Employer contribution / active EE | $21,331 | $5,170+312.6% | $4,617+362.0% | $4,869+338.1% |
| Participant deferral / active EE | $14,070 | $6,343+121.8% | $5,984+135.1% | $5,287+166.1% |
| Admin fee / account holder | $8,787 | $9,817-10.5% | $8,357+5.2% | $10,132-13.3% |