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 | $45,069 | $106,584-57.7% | $101,326-55.5% | $142,382-68.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 11.36% | 36.93%-25.6pp | 36.82%-25.5pp | 217.08%-205.7pp |
| Employer contribution / active EE | $3,109 | $3,956-21.4% | $3,665-15.2% | $4,299-27.7% |
| Participant deferral / active EE | $4,625 | $8,297-44.3% | $7,994-42.1% | $6,507-28.9% |
| Admin fee / account holder | $381 | $11,446-96.7% | $11,185-96.6% | $12,624-97.0% |