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 | $73,466 | $135,952-46.0% | $123,892-40.7% | $273,961-73.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.62% | 56.63%-53.0pp | 47.52%-43.9pp | 41.45%-37.8pp |
| Employer contribution / active EE | $3,041 | $5,170-41.2% | $4,617-34.1% | $4,869-37.6% |
| Participant deferral / active EE | $8,246 | $6,343+30.0% | $5,984+37.8% | $5,287+56.0% |
| Admin fee / account holder | $2,160 | $9,817-78.0% | $8,357-74.2% | $10,132-78.7% |