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 | $13,734 | $177,572-92.3% | $154,803-91.1% | $142,382-90.4% |
| Participation rate | 70.6% | 82.1%-11.5pp | 78.1%-7.5pp | 80.1%-9.5pp |
| Annual return | -1.85% | 65.07%-66.9pp | 58.88%-60.7pp | 217.08%-218.9pp |
| Employer contribution / active EE | $1,010 | $4,810-79.0% | $4,305-76.6% | $4,299-76.5% |
| Participant deferral / active EE | $2,708 | $6,272-56.8% | $5,540-51.1% | $6,507-58.4% |
| Admin fee / account holder | $1,970 | $16,786-88.3% | $14,329-86.3% | $12,624-84.4% |