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 | $39,484 | $214,378-81.6% | $200,582-80.3% | $142,382-72.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 9.07% | 46.41%-37.3pp | 42.33%-33.3pp | 217.08%-208.0pp |
| Employer contribution / active EE | $3,738 | $6,841-45.4% | $6,419-41.8% | $4,299-13.1% |
| Participant deferral / active EE | $5,190 | $9,865-47.4% | $9,331-44.4% | $6,507-20.2% |
| Admin fee / account holder | $8,099 | $17,692-54.2% | $16,305-50.3% | $12,624-35.8% |