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 7-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 | $63,515 | $214,378-70.4% | $200,582-68.3% | $142,382-55.4% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 3.37% | 46.41%-43.0pp | 42.33%-39.0pp | 217.08%-213.7pp |
| Employer contribution / active EE | $3,546 | $6,841-48.2% | $6,419-44.8% | $4,299-17.5% |
| Participant deferral / active EE | $9,750 | $9,865-1.2% | $9,331+4.5% | $6,507+49.8% |
| Admin fee / account holder | $956 | $17,692-94.6% | $16,305-94.1% | $12,624-92.4% |