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 | $33,891 | $135,952-75.1% | $123,892-72.6% | $273,961-87.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 1.23% | 56.63%-55.4pp | 47.52%-46.3pp | 41.45%-40.2pp |
| Employer contribution / active EE | $7,341 | $5,170+42.0% | $4,617+59.0% | $4,869+50.8% |
| Participant deferral / active EE | $5,815 | $6,343-8.3% | $5,984-2.8% | $5,287+10.0% |
| Admin fee / account holder | $40,450 | $9,817+312.0% | $8,357+384.0% | $10,132+299.2% |