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 | $40,466 | $117,381-65.5% | $99,443-59.3% | $152,861-73.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 4.09% | 31.87%-27.8pp | 30.72%-26.6pp | 345.32%-341.2pp |
| Employer contribution / active EE | $2,596 | $3,013-13.8% | $2,540+2.2% | $4,762-45.5% |
| Participant deferral / active EE | $2,144 | $4,086-47.5% | $3,619-40.8% | $5,850-63.4% |
| Admin fee / account holder | $6,965 | $7,631-8.7% | $6,250+11.4% | $11,596-39.9% |