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 6-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 | $25,936 | $176,056-85.3% | $159,436-83.7% | $167,490-84.5% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 9.93% | 331.75%-321.8pp | 263.57%-253.6pp | 478.56%-468.6pp |
| Employer contribution / active EE | $2,669 | $5,297-49.6% | $4,829-44.7% | $4,837-44.8% |
| Participant deferral / active EE | $7,550 | $7,750-2.6% | $7,352+2.7% | $6,341+19.1% |
| Admin fee / account holder | $785 | $12,554-93.8% | $10,799-92.7% | $12,309-93.6% |