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 | $11,121 | $100,970-89.0% | $96,576-88.5% | $137,256-91.9% |
| Participation rate | 80.0% | 82.6%-2.6pp | 81.4%-1.4pp | 80.0%0pp |
| Annual return | 6.28% | 38.16%-31.9pp | 38.47%-32.2pp | 220.34%-214.1pp |
| Employer contribution / active EE | $1,852 | $3,809-51.4% | $3,553-47.9% | $4,156-55.4% |
| Participant deferral / active EE | $3,567 | $8,286-57.0% | $7,956-55.2% | $6,407-44.3% |
| Admin fee / account holder | $6,219 | $11,312-45.0% | $11,381-45.4% | $12,270-49.3% |