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 9-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 | $22,225 | $166,020-86.6% | $164,866-86.5% | $145,959-84.8% |
| Participation rate | 81.8% | 82.0%-0.2pp | 78.6%+3.2pp | 80.3%+1.5pp |
| Annual return | 3.75% | 100.08%-96.3pp | 69.97%-66.2pp | 561.95%-558.2pp |
| Employer contribution / active EE | $1,288 | $5,275-75.6% | $4,343-70.3% | $4,661-72.4% |
| Participant deferral / active EE | $4,293 | $6,961-38.3% | $6,033-28.8% | $6,689-35.8% |
| Admin fee / account holder | $6,788 | $16,644-59.2% | $12,689-46.5% | $13,398-49.3% |