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 | $25,738 | $135,952-81.1% | $123,892-79.2% | $273,961-90.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 2.29% | 56.63%-54.3pp | 47.52%-45.2pp | 41.45%-39.2pp |
| Employer contribution / active EE | $9,181 | $5,170+77.6% | $4,617+98.9% | $4,869+88.6% |
| Participant deferral / active EE | $22,913 | $6,343+261.3% | $5,984+282.9% | $5,287+333.4% |
| Admin fee / account holder | $1,255 | $9,817-87.2% | $8,357-85.0% | $10,132-87.6% |