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 | $35,456 | $91,538-61.3% | $129,995-72.7% | $75,163-52.8% |
| Participation rate | 88.9% | 71.4%+17.5pp | 78.5%+10.4pp | 67.2%+21.7pp |
| Annual return | 10.30% | -631.11%+641.4pp | -137.18%+147.5pp | 160.62%-150.3pp |
| Employer contribution / active EE | $2,745 | $2,845-3.5% | $4,320-36.4% | $2,670+2.8% |
| Participant deferral / active EE | $2,307 | $4,341-46.8% | $5,820-60.4% | $4,125-44.1% |
| Admin fee / account holder | $4,196 | $6,790-38.2% | $10,614-60.5% | $5,651-25.7% |