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 | $41,249 | $140,588-70.7% | $123,104-66.5% | $125,391-67.1% |
| Participation rate | 77.8% | 88.2%-10.4pp | 86.8%-9.0pp | 83.2%-5.4pp |
| Annual return | -4.41% | 16.80%-21.2pp | 13.22%-17.6pp | 282.22%-286.6pp |
| Employer contribution / active EE | $9,747 | $6,041+61.3% | $5,151+89.2% | $4,866+100.3% |
| Participant deferral / active EE | $9,747 | $6,980+39.6% | $6,230+56.5% | $5,352+82.1% |
| Admin fee / account holder | $919 | $11,198-91.8% | $9,015-89.8% | $9,540-90.4% |