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 3-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 | $22,519 | $159,901-85.9% | $146,958-84.7% | $145,922-84.6% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 7.52% | 98.13%-90.6pp | 418.34%-410.8pp | 561.29%-553.8pp |
| Employer contribution / active EE | $2,034 | $5,286-61.5% | $4,933-58.8% | $4,660-56.3% |
| Participant deferral / active EE | $3,778 | $8,428-55.2% | $8,070-53.2% | $6,688-43.5% |
| Admin fee / account holder | $5,274 | $15,044-64.9% | $12,998-59.4% | $13,397-60.6% |