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 | $39,206 | $86,286-54.6% | $111,297-64.8% | $85,850-54.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 9.74% | 19.99%-10.2pp | 54.65%-44.9pp | 318.53%-308.8pp |
| Employer contribution / active EE | $2,278 | $2,043+11.5% | $2,731-16.6% | $2,565-11.2% |
| Participant deferral / active EE | $2,815 | $3,641-22.7% | $4,487-37.3% | $3,952-28.8% |
| Admin fee / account holder | $1,129 | $8,188-86.2% | $7,964-85.8% | $6,260-82.0% |