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 | $33,004 | $148,534-77.8% | $135,903-75.7% | $139,434-76.3% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 12.09% | 79.19%-67.1pp | 68.23%-56.1pp | 372.94%-360.9pp |
| Employer contribution / active EE | $1,058 | $5,243-79.8% | $4,856-78.2% | $4,751-77.7% |
| Participant deferral / active EE | $5,243 | $8,100-35.3% | $7,758-32.4% | $6,710-21.9% |
| Admin fee / account holder | $484 | $12,400-96.1% | $10,762-95.5% | $11,403-95.8% |