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 | $40,614 | $111,535-63.6% | $105,223-61.4% | $137,256-70.4% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.0%-3.6pp | 80.0%-8.5pp |
| Annual return | 2.52% | 237.85%-235.3pp | 180.65%-178.1pp | 220.34%-217.8pp |
| Employer contribution / active EE | $1,232 | $3,939-68.7% | $3,689-66.6% | $4,156-70.3% |
| Participant deferral / active EE | $3,549 | $5,500-35.5% | $5,072-30.0% | $6,407-44.6% |
| Admin fee / account holder | $1,122 | $9,721-88.5% | $8,859-87.3% | $12,270-90.9% |