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 | $43,589 | $105,126-58.5% | $94,646-53.9% | $139,434-68.7% |
| Participation rate | 75.0% | 82.4%-7.4pp | 80.8%-5.8pp | 80.3%-5.3pp |
| Annual return | 11.19% | 38.03%-26.8pp | 156.71%-145.5pp | 372.94%-361.8pp |
| Employer contribution / active EE | $11,921 | $4,106+190.4% | $3,672+224.6% | $4,751+150.9% |
| Participant deferral / active EE | $8,813 | $7,599+16.0% | $7,418+18.8% | $6,710+31.3% |
| Admin fee / account holder | $3,402 | $8,984-62.1% | $7,231-52.9% | $11,403-70.2% |