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 | $51,480 | $157,256-67.3% | $141,162-63.5% | $152,861-66.3% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.4%-4.7pp |
| Annual return | 13.78% | 64.32%-50.5pp | 71.39%-57.6pp | 345.32%-331.5pp |
| Employer contribution / active EE | $1,474 | $5,261-72.0% | $4,735-68.9% | $4,762-69.1% |
| Participant deferral / active EE | $2,747 | $7,109-61.4% | $6,709-59.1% | $5,850-53.0% |
| Admin fee / account holder | $20,667 | $12,120+70.5% | $10,261+101.4% | $11,596+78.2% |