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 5-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 | $23,345 | $95,266-75.5% | $82,389-71.7% | $142,382-83.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 8.65% | 25.74%-17.1pp | 28.67%-20.0pp | 217.08%-208.4pp |
| Employer contribution / active EE | $2,779 | $2,991-7.1% | $2,517+10.4% | $4,299-35.4% |
| Participant deferral / active EE | $3,975 | $4,809-17.3% | $4,155-4.3% | $6,507-38.9% |
| Admin fee / account holder | $18,156 | $8,563+112.0% | $7,231+151.1% | $12,624+43.8% |