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 7-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 | $19,753 | $111,754-82.3% | $103,333-80.9% | $145,922-86.5% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 7.72% | 24.77%-17.0pp | 24.88%-17.2pp | 561.29%-553.6pp |
| Employer contribution / active EE | $1,824 | $4,212-56.7% | $3,868-52.8% | $4,660-60.9% |
| Participant deferral / active EE | $7,502 | $5,619+33.5% | $5,057+48.3% | $6,688+12.2% |
| Admin fee / account holder | $9,363 | $9,750-4.0% | $8,355+12.1% | $13,397-30.1% |