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 | $5,466 | $97,125-94.4% | $86,233-93.7% | $137,256-96.0% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.0%+6.0pp | 80.0%-5.0pp |
| Annual return | 9.93% | 74.19%-64.3pp | 61.39%-51.5pp | 220.34%-210.4pp |
| Employer contribution / active EE | $982 | $2,841-65.4% | $2,504-60.8% | $4,156-76.4% |
| Participant deferral / active EE | $1,397 | $5,180-73.0% | $4,559-69.4% | $6,407-78.2% |
| Admin fee / account holder | $2,530 | $9,725-74.0% | $8,342-69.7% | $12,270-79.4% |