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 5-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 | $39,953 | $127,065-68.6% | $113,168-64.7% | $142,382-71.9% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 9.47% | 24.03%-14.6pp | 24.27%-14.8pp | 217.08%-207.6pp |
| Employer contribution / active EE | $6,040 | $3,442+75.5% | $2,975+103.0% | $4,299+40.5% |
| Participant deferral / active EE | $5,928 | $5,716+3.7% | $5,107+16.1% | $6,507-8.9% |
| Admin fee / account holder | $68,212 | $15,736+333.5% | $12,068+465.2% | $12,624+440.4% |