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 | $53,553 | $159,602-66.4% | $150,045-64.3% | $142,382-62.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 6.59% | 70.24%-63.6pp | 62.55%-56.0pp | 217.08%-210.5pp |
| Employer contribution / active EE | $1,592 | $4,961-67.9% | $4,693-66.1% | $4,299-63.0% |
| Participant deferral / active EE | $7,205 | $8,310-13.3% | $7,997-9.9% | $6,507+10.7% |
| Admin fee / account holder | $2,885 | $14,846-80.6% | $13,435-78.5% | $12,624-77.1% |