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 3-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 | $43,274 | $111,754-61.3% | $103,333-58.1% | $145,922-70.3% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 8.65% | 24.77%-16.1pp | 24.88%-16.2pp | 561.29%-552.6pp |
| Employer contribution / active EE | $1,988 | $4,212-52.8% | $3,868-48.6% | $4,660-57.3% |
| Participant deferral / active EE | $2,771 | $5,619-50.7% | $5,057-45.2% | $6,688-58.6% |
| Admin fee / account holder | $3,694 | $9,750-62.1% | $8,355-55.8% | $13,397-72.4% |