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 5-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 | $22,507 | $159,901-85.9% | $146,958-84.7% | $145,922-84.6% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.2%+7.3pp | 80.3%+9.2pp |
| Annual return | 4.83% | 98.13%-93.3pp | 418.34%-413.5pp | 561.29%-556.5pp |
| Employer contribution / active EE | $1,371 | $5,286-74.1% | $4,933-72.2% | $4,660-70.6% |
| Participant deferral / active EE | $3,182 | $8,428-62.2% | $8,070-60.6% | $6,688-52.4% |
| Admin fee / account holder | $2,890 | $15,044-80.8% | $12,998-77.8% | $13,397-78.4% |