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 9-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 | $47,808 | $138,347-65.4% | $184,203-74.0% | $80,856-40.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 10.62% | 20.02%-9.4pp | 28.81%-18.2pp | 35.59%-25.0pp |
| Employer contribution / active EE | $2,322 | $4,850-52.1% | $6,427-63.9% | $2,755-15.7% |
| Participant deferral / active EE | $4,181 | $7,071-40.9% | $9,131-54.2% | $4,296-2.7% |
| Admin fee / account holder | $1,119 | $10,483-89.3% | $13,901-92.0% | $6,918-83.8% |