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 | $39,147 | $117,381-66.6% | $99,443-60.6% | $152,861-74.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 0.85% | 31.87%-31.0pp | 30.72%-29.9pp | 345.32%-344.5pp |
| Employer contribution / active EE | $2,947 | $3,013-2.2% | $2,540+16.0% | $4,762-38.1% |
| Participant deferral / active EE | $3,985 | $4,086-2.5% | $3,619+10.1% | $5,850-31.9% |
| Admin fee / account holder | $5,640 | $7,631-26.1% | $6,250-9.8% | $11,596-51.4% |