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 6-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 | $52,795 | $111,754-52.8% | $103,333-48.9% | $145,922-63.8% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 8.17% | 24.77%-16.6pp | 24.88%-16.7pp | 561.29%-553.1pp |
| Employer contribution / active EE | $1,908 | $4,212-54.7% | $3,868-50.7% | $4,660-59.0% |
| Participant deferral / active EE | $2,370 | $5,619-57.8% | $5,057-53.1% | $6,688-64.6% |
| Admin fee / account holder | $6,944 | $9,750-28.8% | $8,355-16.9% | $13,397-48.2% |