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 | $27,614 | $183,519-85.0% | $155,509-82.2% | $145,922-81.1% |
| Participation rate | 81.3% | 82.7%-1.4pp | 78.2%+3.1pp | 80.3%+1.0pp |
| Annual return | 5.66% | 61.17%-55.5pp | 64.67%-59.0pp | 561.29%-555.6pp |
| Employer contribution / active EE | $2,410 | $5,313-54.6% | $4,672-48.4% | $4,660-48.3% |
| Participant deferral / active EE | $3,627 | $6,462-43.9% | $5,626-35.5% | $6,688-45.8% |
| Admin fee / account holder | $6,077 | $19,313-68.5% | $15,912-61.8% | $13,397-54.6% |