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 | $5,975 | $95,266-93.7% | $82,389-92.7% | $142,382-95.8% |
| Participation rate | 93.8% | 74.5%+19.3pp | 69.5%+24.2pp | 80.1%+13.6pp |
| Annual return | 3.34% | 25.74%-22.4pp | 28.67%-25.3pp | 217.08%-213.7pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $2,517-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,662 | $4,809-3.1% | $4,155+12.2% | $6,507-28.4% |
| Admin fee / account holder | $4,575 | $8,563-46.6% | $7,231-36.7% | $12,624-63.8% |