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 | $14,680 | $100,773-85.4% | $88,946-83.5% | $142,382-89.7% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 9.62% | 70.18%-60.6pp | 57.82%-48.2pp | 217.08%-207.5pp |
| Employer contribution / active EE | $888 | $2,918-69.6% | $2,555-65.2% | $4,299-79.3% |
| Participant deferral / active EE | $1,610 | $5,230-69.2% | $4,581-64.9% | $6,507-75.3% |
| Admin fee / account holder | $905 | $9,693-90.7% | $8,261-89.0% | $12,624-92.8% |