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 8-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 | $38,442 | $201,259-80.9% | $184,200-79.1% | $145,959-73.7% |
| Participation rate | 78.6% | 87.5%-8.9pp | 86.8%-8.3pp | 80.3%-1.7pp |
| Annual return | 7.97% | 28.98%-21.0pp | 28.80%-20.8pp | 561.95%-554.0pp |
| Employer contribution / active EE | $1,853 | $7,018-73.6% | $6,424-71.2% | $4,661-60.2% |
| Participant deferral / active EE | $6,647 | $9,806-32.2% | $9,132-27.2% | $6,689-0.6% |
| Admin fee / account holder | $389 | $16,372-97.6% | $13,907-97.2% | $13,398-97.1% |