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 | $33,381 | $202,432-83.5% | $169,368-80.3% | $139,434-76.1% |
| Participation rate | 70.6% | 81.1%-10.5pp | 77.1%-6.6pp | 80.3%-9.7pp |
| Annual return | 8.01% | 531.74%-523.7pp | 405.60%-397.6pp | 372.94%-364.9pp |
| Employer contribution / active EE | $598 | $4,692-87.3% | $4,013-85.1% | $4,751-87.4% |
| Participant deferral / active EE | $4,385 | $6,938-36.8% | $6,221-29.5% | $6,710-34.6% |
| Admin fee / account holder | $2,382 | $10,708-77.8% | $9,003-73.5% | $11,403-79.1% |