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 7-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 | $22,976 | $148,534-84.5% | $135,903-83.1% | $139,434-83.5% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 6.40% | 79.19%-72.8pp | 68.23%-61.8pp | 372.94%-366.5pp |
| Employer contribution / active EE | $1,776 | $5,243-66.1% | $4,856-63.4% | $4,751-62.6% |
| Participant deferral / active EE | $7,198 | $8,100-11.1% | $7,758-7.2% | $6,710+7.3% |
| Admin fee / account holder | $66,560 | $12,400+436.8% | $10,762+518.5% | $11,403+483.7% |