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 | $43,243 | $79,944-45.9% | $98,439-56.1% | $75,163-42.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 12.05% | 19.75%-7.7pp | 21.16%-9.1pp | 160.62%-148.6pp |
| Employer contribution / active EE | $2,544 | $2,264+12.4% | $3,048-16.5% | $2,670-4.7% |
| Participant deferral / active EE | $1,753 | $3,752-53.3% | $4,738-63.0% | $4,125-57.5% |
| Admin fee / account holder | $5,375 | $6,840-21.4% | $8,948-39.9% | $5,651-4.9% |