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 | $38,036 | $101,724-62.6% | $164,813-76.9% | $80,856-53.0% |
| Participation rate | 96.8% | 71.8%+24.9pp | 78.6%+18.2pp | 67.6%+29.1pp |
| Annual return | 10.47% | 16.72%-6.2pp | 69.93%-59.5pp | 35.59%-25.1pp |
| Employer contribution / active EE | $2,528 | $2,953-14.4% | $4,341-41.8% | $2,755-8.2% |
| Participant deferral / active EE | $2,517 | $4,477-43.8% | $6,031-58.3% | $4,296-41.4% |
| Admin fee / account holder | $2,679 | $8,227-67.4% | $12,690-78.9% | $6,918-61.3% |