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 | $21,501 | $154,228-86.1% | $145,433-85.2% | $137,256-84.3% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 7.71% | 74.59%-66.9pp | 66.58%-58.9pp | 220.34%-212.6pp |
| Employer contribution / active EE | $1,120 | $4,804-76.7% | $4,554-75.4% | $4,156-73.1% |
| Participant deferral / active EE | $4,252 | $8,216-48.3% | $7,897-46.2% | $6,407-33.6% |
| Admin fee / account holder | $11,253 | $14,344-21.5% | $13,129-14.3% | $12,270-8.3% |