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 4-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 | $17,415 | $148,534-88.3% | $135,903-87.2% | $139,434-87.5% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 11.45% | 79.19%-67.7pp | 68.23%-56.8pp | 372.94%-361.5pp |
| Employer contribution / active EE | $1,148 | $5,243-78.1% | $4,856-76.4% | $4,751-75.8% |
| Participant deferral / active EE | $4,177 | $8,100-48.4% | $7,758-46.2% | $6,710-37.8% |
| Admin fee / account holder | $2,430 | $12,400-80.4% | $10,762-77.4% | $11,403-78.7% |