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 | $17,508 | $159,602-89.0% | $150,045-88.3% | $142,382-87.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 10.29% | 70.24%-59.9pp | 62.55%-52.3pp | 217.08%-206.8pp |
| Employer contribution / active EE | $2,016 | $4,961-59.4% | $4,693-57.1% | $4,299-53.1% |
| Participant deferral / active EE | $4,290 | $8,310-48.4% | $7,997-46.4% | $6,507-34.1% |
| Admin fee / account holder | $19,109 | $14,846+28.7% | $13,435+42.2% | $12,624+51.4% |