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 | $45,714 | $88,083-48.1% | $164,813-72.3% | $74,495-38.6% |
| Participation rate | 83.2% | 73.0%+10.1pp | 78.6%+4.6pp | 67.2%+16.0pp |
| Annual return | 9.96% | 17.26%-7.3pp | 69.93%-60.0pp | 1364.94%-1355.0pp |
| Employer contribution / active EE | $2,668 | $2,593+2.9% | $4,341-38.5% | $2,623+1.7% |
| Participant deferral / active EE | $4,208 | $4,498-6.4% | $6,031-30.2% | $4,346-3.2% |
| Admin fee / account holder | $1,900 | $2,234-14.9% | $12,690-85.0% | $1,942-2.1% |