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 | $15,797 | $95,266-83.4% | $82,389-80.8% | $142,382-88.9% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.5%+16.2pp | 80.1%+5.6pp |
| Annual return | 7.11% | 25.74%-18.6pp | 28.67%-21.6pp | 217.08%-210.0pp |
| Employer contribution / active EE | $1,338 | $2,991-55.3% | $2,517-46.8% | $4,299-68.9% |
| Participant deferral / active EE | $2,244 | $4,809-53.3% | $4,155-46.0% | $6,507-65.5% |
| Admin fee / account holder | $4,554 | $8,563-46.8% | $7,231-37.0% | $12,624-63.9% |