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 | $47,274 | $181,894-74.0% | $156,549-69.8% | $273,961-82.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -0.45% | 30.74%-31.2pp | 32.23%-32.7pp | 41.45%-41.9pp |
| Employer contribution / active EE | $2,880 | $6,248-53.9% | $5,501-47.6% | $4,869-40.8% |
| Participant deferral / active EE | $4,478 | $5,550-19.3% | $4,871-8.1% | $5,287-15.3% |
| Admin fee / account holder | $10,365 | $15,559-33.4% | $13,027-20.4% | $10,132+2.3% |