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 | $16,573 | $95,266-82.6% | $82,389-79.9% | $142,382-88.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 8.63% | 25.74%-17.1pp | 28.67%-20.0pp | 217.08%-208.4pp |
| Employer contribution / active EE | $806 | $2,991-73.1% | $2,517-68.0% | $4,299-81.3% |
| Participant deferral / active EE | $6,683 | $4,809+39.0% | $4,155+60.9% | $6,507+2.7% |
| Admin fee / account holder | $5,355 | $8,563-37.5% | $7,231-25.9% | $12,624-57.6% |