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 4-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 | $18,553 | $72,071-74.3% | $68,368-72.9% | $137,256-86.5% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 2.14% | 353.14%-351.0pp | 292.57%-290.4pp | 220.34%-218.2pp |
| Employer contribution / active EE | $1,080 | $2,788-61.3% | $2,649-59.2% | $4,156-74.0% |
| Participant deferral / active EE | $3,681 | $4,410-16.5% | $4,123-10.7% | $6,407-42.5% |
| Admin fee / account holder | $7,683 | $5,336+44.0% | $5,150+49.2% | $12,270-37.4% |