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 | $40,470 | $181,894-77.8% | $156,549-74.1% | $273,961-85.2% |
| Participation rate | 82.4% | 88.4%-6.0pp | 84.0%-1.7pp | 83.0%-0.7pp |
| Annual return | 2.32% | 30.74%-28.4pp | 32.23%-29.9pp | 41.45%-39.1pp |
| Employer contribution / active EE | $10,087 | $6,248+61.4% | $5,501+83.4% | $4,869+107.2% |
| Participant deferral / active EE | $4,451 | $5,550-19.8% | $4,871-8.6% | $5,287-15.8% |
| Admin fee / account holder | $7,120 | $15,559-54.2% | $13,027-45.3% | $10,132-29.7% |