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 | $19,531 | $177,572-89.0% | $154,803-87.4% | $142,382-86.3% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 10.42% | 65.07%-54.7pp | 58.88%-48.5pp | 217.08%-206.7pp |
| Employer contribution / active EE | $3,607 | $4,810-25.0% | $4,305-16.2% | $4,299-16.1% |
| Participant deferral / active EE | $4,634 | $6,272-26.1% | $5,540-16.4% | $6,507-28.8% |
| Admin fee / account holder | $17,353 | $16,786+3.4% | $14,329+21.1% | $12,624+37.5% |