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 | $38,788 | $64,348-39.7% | $90,160-57.0% | $70,131-44.7% |
| Participation rate | 88.9% | 70.4%+18.4pp | 76.9%+12.0pp | 69.5%+19.3pp |
| Annual return | 13.41% | 28.13%-14.7pp | 34.88%-21.5pp | 73.14%-59.7pp |
| Employer contribution / active EE | $2,003 | $2,046-2.1% | $3,318-39.6% | $2,342-14.5% |
| Participant deferral / active EE | $4,006 | $4,389-8.7% | $5,288-24.2% | $3,332+20.2% |
| Admin fee / account holder | $3,687 | $3,944-6.5% | $5,943-38.0% | $4,645-20.6% |