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 | $40,538 | $97,125-58.3% | $86,233-53.0% | $137,256-70.5% |
| Participation rate | 90.5% | 74.2%+16.3pp | 69.0%+21.5pp | 80.0%+10.5pp |
| Annual return | 6.17% | 74.19%-68.0pp | 61.39%-55.2pp | 220.34%-214.2pp |
| Employer contribution / active EE | $2,527 | $2,841-11.1% | $2,504+0.9% | $4,156-39.2% |
| Participant deferral / active EE | $6,189 | $5,180+19.5% | $4,559+35.8% | $6,407-3.4% |
| Admin fee / account holder | $4,624 | $9,725-52.5% | $8,342-44.6% | $12,270-62.3% |