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 | $45,663 | $117,381-61.1% | $99,443-54.1% | $152,861-70.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 1.80% | 31.87%-30.1pp | 30.72%-28.9pp | 345.32%-343.5pp |
| Employer contribution / active EE | $1,387 | $3,013-54.0% | $2,540-45.4% | $4,762-70.9% |
| Participant deferral / active EE | $8,167 | $4,086+99.9% | $3,619+125.7% | $5,850+39.6% |
| Admin fee / account holder | $315 | $7,631-95.9% | $6,250-95.0% | $11,596-97.3% |