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 | $25,028 | $165,335-84.9% | $149,696-83.3% | $158,922-84.3% |
| Participation rate | 78.6% | 84.6%-6.0pp | 82.5%-3.9pp | 82.0%-3.4pp |
| Annual return | 2.82% | 348.15%-345.3pp | 276.60%-273.8pp | 302.83%-300.0pp |
| Employer contribution / active EE | $1,895 | $5,103-62.9% | $4,644-59.2% | $4,761-60.2% |
| Participant deferral / active EE | $3,977 | $7,181-44.6% | $6,842-41.9% | $5,982-33.5% |
| Admin fee / account holder | $41,095 | $10,807+280.3% | $9,309+341.5% | $11,246+265.4% |