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 | $92,453 | $153,772-39.9% | $133,980-31.0% | $273,961-66.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 2.08% | 36.51%-34.4pp | 29.30%-27.2pp | 41.45%-39.4pp |
| Employer contribution / active EE | $19,139 | $6,029+217.4% | $5,211+267.2% | $4,869+293.1% |
| Participant deferral / active EE | $13,500 | $6,958+94.0% | $6,282+114.9% | $5,287+155.3% |
| Admin fee / account holder | $2,270 | $11,765-80.7% | $9,324-75.7% | $10,132-77.6% |