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 | $39,295 | $93,571-58.0% | $135,903-71.1% | $75,163-47.7% |
| Participation rate | 90.7% | 75.2%+15.5pp | 81.9%+8.8pp | 67.2%+23.5pp |
| Annual return | 8.11% | 30.90%-22.8pp | 68.23%-60.1pp | 160.62%-152.5pp |
| Employer contribution / active EE | $1,395 | $3,537-60.5% | $4,856-71.3% | $2,670-47.7% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $7,758-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,744 | $6,975-75.0% | $10,762-83.8% | $5,651-69.1% |