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 | $29,173 | $127,065-77.0% | $113,168-74.2% | $142,382-79.5% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 4.52% | 24.03%-19.5pp | 24.27%-19.7pp | 217.08%-212.6pp |
| Employer contribution / active EE | $3,737 | $3,442+8.6% | $2,975+25.6% | $4,299-13.1% |
| Participant deferral / active EE | $5,410 | $5,716-5.4% | $5,107+5.9% | $6,507-16.9% |
| Admin fee / account holder | $3,451 | $15,736-78.1% | $12,068-71.4% | $12,624-72.7% |