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 | $33,872 | $148,534-77.2% | $135,903-75.1% | $139,434-75.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 4.79% | 79.19%-74.4pp | 68.23%-63.4pp | 372.94%-368.1pp |
| Employer contribution / active EE | $1,803 | $5,243-65.6% | $4,856-62.9% | $4,751-62.0% |
| Participant deferral / active EE | $12,133 | $8,100+49.8% | $7,758+56.4% | $6,710+80.8% |
| Admin fee / account holder | $800 | $12,400-93.5% | $10,762-92.6% | $11,403-93.0% |