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 | $92,798-63.4% | $96,707-64.9% | $137,256-75.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 9.62% | 31.24%-21.6pp | 34.78%-25.2pp | 220.34%-210.7pp |
| Employer contribution / active EE | $3,293 | $4,147-20.6% | $4,191-21.4% | $4,156-20.8% |
| Participant deferral / active EE | $1,704 | $5,877-71.0% | $5,997-71.6% | $6,407-73.4% |
| Admin fee / account holder | $39,689 | $7,946+399.5% | $7,503+429.0% | $12,270+223.5% |