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 | $17,043 | $111,754-84.7% | $103,333-83.5% | $145,922-88.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 4.11% | 24.77%-20.7pp | 24.88%-20.8pp | 561.29%-557.2pp |
| Employer contribution / active EE | $2,366 | $4,212-43.8% | $3,868-38.8% | $4,660-49.2% |
| Participant deferral / active EE | $4,830 | $5,619-14.0% | $5,057-4.5% | $6,688-27.8% |
| Admin fee / account holder | $10,797 | $9,750+10.7% | $8,355+29.2% | $13,397-19.4% |