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 | $20,378 | $159,602-87.2% | $150,045-86.4% | $142,382-85.7% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 6.81% | 70.24%-63.4pp | 62.55%-55.7pp | 217.08%-210.3pp |
| Employer contribution / active EE | $1,546 | $4,961-68.8% | $4,693-67.1% | $4,299-64.0% |
| Participant deferral / active EE | $7,987 | $8,310-3.9% | $7,997-0.1% | $6,507+22.7% |
| Admin fee / account holder | $21,922 | $14,846+47.7% | $13,435+63.2% | $12,624+73.7% |