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 | $46,093 | $181,894-74.7% | $156,549-70.6% | $273,961-83.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.69% | 30.74%-28.0pp | 32.23%-29.5pp | 41.45%-38.8pp |
| Employer contribution / active EE | $1,565 | $6,248-75.0% | $5,501-71.5% | $4,869-67.9% |
| Participant deferral / active EE | $5,107 | $5,550-8.0% | $4,871+4.8% | $5,287-3.4% |
| Admin fee / account holder | $72,600 | $15,559+366.6% | $13,027+457.3% | $10,132+616.5% |