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 | $26,279 | $127,065-79.3% | $113,168-76.8% | $142,382-81.5% |
| Participation rate | 85.7% | 79.2%+6.5pp | 76.6%+9.1pp | 80.1%+5.6pp |
| Annual return | 0.60% | 24.03%-23.4pp | 24.27%-23.7pp | 217.08%-216.5pp |
| Employer contribution / active EE | $1,778 | $3,442-48.3% | $2,975-40.2% | $4,299-58.6% |
| Participant deferral / active EE | $3,036 | $5,716-46.9% | $5,107-40.5% | $6,507-53.3% |
| Admin fee / account holder | $552 | $15,736-96.5% | $12,068-95.4% | $12,624-95.6% |