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 9-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 | $47,481 | $79,449-40.2% | $189,557-75.0% | $85,850-44.7% |
| Participation rate | 100.0% | 66.0%+34.0pp | 78.4%+21.6pp | 69.3%+30.7pp |
| Annual return | 10.12% | 18.45%-8.3pp | 64.17%-54.1pp | 318.53%-308.4pp |
| Employer contribution / active EE | $2,208 | $2,081+6.1% | $4,412-50.0% | $2,565-13.9% |
| Participant deferral / active EE | $1,765 | $4,051-56.4% | $6,174-71.4% | $3,952-55.3% |
| Admin fee / account holder | $1,221 | $5,377-77.3% | $9,807-87.6% | $6,260-80.5% |