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 | $26,675 | $159,602-83.3% | $150,045-82.2% | $142,382-81.3% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 7.12% | 70.24%-63.1pp | 62.55%-55.4pp | 217.08%-210.0pp |
| Employer contribution / active EE | $2,183 | $4,961-56.0% | $4,693-53.5% | $4,299-49.2% |
| Participant deferral / active EE | $4,869 | $8,310-41.4% | $7,997-39.1% | $6,507-25.2% |
| Admin fee / account holder | $2,847 | $14,846-80.8% | $13,435-78.8% | $12,624-77.4% |