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 | $34,481 | $154,228-77.6% | $145,433-76.3% | $137,256-74.9% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 5.37% | 74.59%-69.2pp | 66.58%-61.2pp | 220.34%-215.0pp |
| Employer contribution / active EE | $6,250 | $4,804+30.1% | $4,554+37.2% | $4,156+50.4% |
| Participant deferral / active EE | $17,480 | $8,216+112.7% | $7,897+121.3% | $6,407+172.8% |
| Admin fee / account holder | $11,589 | $14,344-19.2% | $13,129-11.7% | $12,270-5.6% |