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 | $36,614 | $154,228-76.3% | $145,433-74.8% | $137,256-73.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.29% | 74.59%-63.3pp | 66.58%-55.3pp | 220.34%-209.0pp |
| Employer contribution / active EE | $2,534 | $4,804-47.2% | $4,554-44.4% | $4,156-39.0% |
| Participant deferral / active EE | $5,325 | $8,216-35.2% | $7,897-32.6% | $6,407-16.9% |
| Admin fee / account holder | $1,587 | $14,344-88.9% | $13,129-87.9% | $12,270-87.1% |