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 10-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 | $23,403 | $159,934-85.4% | $147,005-84.1% | $145,959-84.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 2.55% | 98.24%-95.7pp | 418.76%-416.2pp | 561.95%-559.4pp |
| Employer contribution / active EE | $1,467 | $5,287-72.2% | $4,934-70.3% | $4,661-68.5% |
| Participant deferral / active EE | $2,935 | $8,427-65.2% | $8,070-63.6% | $6,689-56.1% |
| Admin fee / account holder | $2,490 | $15,053-83.5% | $13,006-80.9% | $13,398-81.4% |