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 | $65,126 | $135,952-52.1% | $123,892-47.4% | $273,961-76.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.17% | 56.63%-53.5pp | 47.52%-44.4pp | 41.45%-38.3pp |
| Employer contribution / active EE | $3,161 | $5,170-38.8% | $4,617-31.5% | $4,869-35.1% |
| Participant deferral / active EE | $13,221 | $6,343+108.5% | $5,984+120.9% | $5,287+150.1% |
| Admin fee / account holder | $67,147 | $9,817+584.0% | $8,357+703.5% | $10,132+562.7% |