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 | $33,925 | $94,338-64.0% | $100,534-66.3% | $142,382-76.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 9.62% | 29.20%-19.6pp | 32.66%-23.0pp | 217.08%-207.5pp |
| Employer contribution / active EE | $3,293 | $4,237-22.3% | $4,346-24.2% | $4,299-23.4% |
| Participant deferral / active EE | $1,704 | $5,934-71.3% | $6,144-72.3% | $6,507-73.8% |
| Admin fee / account holder | $39,689 | $8,421+371.3% | $7,654+418.5% | $12,624+214.4% |