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 | $32,864 | $106,584-69.2% | $101,326-67.6% | $142,382-76.9% |
| Participation rate | 75.0% | 82.7%-7.7pp | 81.5%-6.5pp | 80.1%-5.1pp |
| Annual return | 9.37% | 36.93%-27.6pp | 36.82%-27.4pp | 217.08%-207.7pp |
| Employer contribution / active EE | $515 | $3,956-87.0% | $3,665-85.9% | $4,299-88.0% |
| Participant deferral / active EE | $2,666 | $8,297-67.9% | $7,994-66.7% | $6,507-59.0% |
| Admin fee / account holder | $8,241 | $11,446-28.0% | $11,185-26.3% | $12,624-34.7% |