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 3-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 | $34,949 | $214,378-83.7% | $200,582-82.6% | $142,382-75.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 2.84% | 46.41%-43.6pp | 42.33%-39.5pp | 217.08%-214.2pp |
| Employer contribution / active EE | $9,150 | $6,841+33.7% | $6,419+42.5% | $4,299+112.8% |
| Participant deferral / active EE | $6,909 | $9,865-30.0% | $9,331-26.0% | $6,507+6.2% |
| Admin fee / account holder | $1,474 | $17,692-91.7% | $16,305-91.0% | $12,624-88.3% |