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 8-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 | $18,718 | $172,111-89.1% | $150,298-87.5% | $137,256-86.4% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 7.84% | 69.37%-61.5pp | 62.79%-54.9pp | 220.34%-212.5pp |
| Employer contribution / active EE | $2,021 | $4,636-56.4% | $4,154-51.3% | $4,156-51.4% |
| Participant deferral / active EE | $7,945 | $6,166+28.9% | $5,453+45.7% | $6,407+24.0% |
| Admin fee / account holder | $56,298 | $16,471+241.8% | $14,116+298.8% | $12,270+358.8% |