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 | $8,416 | $97,125-91.3% | $86,233-90.2% | $137,256-93.9% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.0%+21.0pp | 80.0%+10.0pp |
| Annual return | 3.65% | 74.19%-70.5pp | 61.39%-57.7pp | 220.34%-216.7pp |
| Employer contribution / active EE | $1,672 | $2,841-41.1% | $2,504-33.2% | $4,156-59.8% |
| Participant deferral / active EE | $4,009 | $5,180-22.6% | $4,559-12.1% | $6,407-37.4% |
| Admin fee / account holder | $5,444 | $9,725-44.0% | $8,342-34.7% | $12,270-55.6% |