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 4-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 | $27,546 | $93,571-70.6% | $135,903-79.7% | $75,163-63.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 7.13% | 30.90%-23.8pp | 68.23%-61.1pp | 160.62%-153.5pp |
| Employer contribution / active EE | $3,069 | $3,537-13.2% | $4,856-36.8% | $2,670+15.0% |
| Participant deferral / active EE | $7,437 | $6,404+16.1% | $7,758-4.1% | $4,125+80.3% |
| Admin fee / account holder | $2,502 | $6,975-64.1% | $10,762-76.7% | $5,651-55.7% |