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 | $36,864 | $163,101-77.4% | $136,749-73.0% | $142,382-74.1% |
| Participation rate | 77.3% | 78.2%-1.0pp | 72.1%+5.1pp | 80.1%-2.8pp |
| Annual return | 5.87% | 27.54%-21.7pp | 24.33%-18.5pp | 217.08%-211.2pp |
| Employer contribution / active EE | $2,752 | $4,117-33.1% | $3,400-19.0% | $4,299-36.0% |
| Participant deferral / active EE | $4,419 | $5,585-20.9% | $4,692-5.8% | $6,507-32.1% |
| Admin fee / account holder | $15,548 | $14,318+8.6% | $11,386+36.5% | $12,624+23.2% |