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 | $54,825 | $117,983-53.5% | $101,794-46.1% | $142,382-61.5% |
| Participation rate | 76.2% | 74.2%+2.0pp | 69.2%+7.0pp | 80.1%-3.9pp |
| Annual return | 7.10% | 36.92%-29.8pp | 30.53%-23.4pp | 217.08%-210.0pp |
| Employer contribution / active EE | $0 | $2,773-100.0% | $2,289-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,550 | $4,714-67.1% | $4,084-62.0% | $6,507-76.2% |
| Admin fee / account holder | $3,324 | $10,433-68.1% | $8,777-62.1% | $12,624-73.7% |