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 | $43,516 | $106,515-59.1% | $96,683-55.0% | $139,434-68.8% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.5pp |
| Annual return | 10.33% | 38.43%-28.1pp | 35.69%-25.4pp | 372.94%-362.6pp |
| Employer contribution / active EE | $2,153 | $4,103-47.5% | $3,737-42.4% | $4,751-54.7% |
| Participant deferral / active EE | $3,228 | $5,454-40.8% | $4,878-33.8% | $6,710-51.9% |
| Admin fee / account holder | $31,688 | $7,877+302.3% | $6,730+370.9% | $11,403+177.9% |