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 | $31,779 | $181,894-82.5% | $156,549-79.7% | $273,961-88.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.45% | 30.74%-30.3pp | 32.23%-31.8pp | 41.45%-41.0pp |
| Employer contribution / active EE | $8,333 | $6,248+33.4% | $5,501+51.5% | $4,869+71.2% |
| Participant deferral / active EE | $4,203 | $5,550-24.3% | $4,871-13.7% | $5,287-20.5% |
| Admin fee / account holder | $441 | $15,559-97.2% | $13,027-96.6% | $10,132-95.6% |