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 | $17,845 | $124,281-85.6% | $109,143-83.7% | $167,490-89.3% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 6.48% | 26.04%-19.6pp | 25.75%-19.3pp | 478.56%-472.1pp |
| Employer contribution / active EE | $2,105 | $4,207-50.0% | $3,722-43.4% | $4,837-56.5% |
| Participant deferral / active EE | $2,916 | $5,255-44.5% | $4,653-37.3% | $6,341-54.0% |
| Admin fee / account holder | $4,748 | $7,970-40.4% | $6,752-29.7% | $12,309-61.4% |