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 | $34,336 | $106,515-67.8% | $96,683-64.5% | $139,434-75.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 2.33% | 38.43%-36.1pp | 35.69%-33.4pp | 372.94%-370.6pp |
| Employer contribution / active EE | $6,812 | $4,103+66.0% | $3,737+82.3% | $4,751+43.4% |
| Participant deferral / active EE | $6,807 | $5,454+24.8% | $4,878+39.5% | $6,710+1.4% |
| Admin fee / account holder | $378 | $7,877-95.2% | $6,730-94.4% | $11,403-96.7% |