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 | $118,205 | $165,984-28.8% | $164,813-28.3% | $145,922-19.0% |
| Participation rate | 70.6% | 82.0%-11.4pp | 78.6%-8.0pp | 80.3%-9.7pp |
| Annual return | 7.97% | 100.03%-92.1pp | 69.93%-62.0pp | 561.29%-553.3pp |
| Employer contribution / active EE | $1,213 | $5,273-77.0% | $4,341-72.0% | $4,660-74.0% |
| Participant deferral / active EE | $2,753 | $6,959-60.4% | $6,031-54.4% | $6,688-58.8% |
| Admin fee / account holder | $20,826 | $16,648+25.1% | $12,690+64.1% | $13,397+55.5% |