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 6-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 | $27,870 | $111,724-75.1% | $93,606-70.2% | $145,922-80.9% |
| Participation rate | 81.0% | 74.2%+6.7pp | 68.7%+12.2pp | 80.3%+0.7pp |
| Annual return | 4.10% | 202.98%-198.9pp | 133.20%-129.1pp | 561.29%-557.2pp |
| Employer contribution / active EE | $1,498 | $3,090-51.5% | $2,420-38.1% | $4,660-67.8% |
| Participant deferral / active EE | $5,029 | $4,912+2.4% | $4,411+14.0% | $6,688-24.8% |
| Admin fee / account holder | $4,839 | $10,250-52.8% | $8,285-41.6% | $13,397-63.9% |