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 10-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 | $33,152 | $177,572-81.3% | $154,803-78.6% | $142,382-76.7% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 6.87% | 65.07%-58.2pp | 58.88%-52.0pp | 217.08%-210.2pp |
| Employer contribution / active EE | $1,250 | $4,810-74.0% | $4,305-71.0% | $4,299-70.9% |
| Participant deferral / active EE | $1,715 | $6,272-72.7% | $5,540-69.1% | $6,507-73.6% |
| Admin fee / account holder | $2,156 | $16,786-87.2% | $14,329-85.0% | $12,624-82.9% |