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 | $39,657 | $106,584-62.8% | $101,326-60.9% | $142,382-72.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 10.86% | 36.93%-26.1pp | 36.82%-26.0pp | 217.08%-206.2pp |
| Employer contribution / active EE | $4,665 | $3,956+17.9% | $3,665+27.3% | $4,299+8.5% |
| Participant deferral / active EE | $3,485 | $8,297-58.0% | $7,994-56.4% | $6,507-46.4% |
| Admin fee / account holder | $3,493 | $11,446-69.5% | $11,185-68.8% | $12,624-72.3% |