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 | $43,262 | $88,707-51.2% | $74,183-41.7% | $273,961-84.2% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 1.76% | 11.94%-10.2pp | 17.74%-16.0pp | 41.45%-39.7pp |
| Employer contribution / active EE | $2,431 | $3,159-23.1% | $2,370+2.6% | $4,869-50.1% |
| Participant deferral / active EE | $9,984 | $4,212+137.1% | $3,550+181.3% | $5,287+88.8% |
| Admin fee / account holder | $380 | $8,717-95.6% | $5,586-93.2% | $10,132-96.2% |