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 4-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 | $13,383 | $100,970-86.7% | $96,576-86.1% | $137,256-90.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 12.14% | 38.16%-26.0pp | 38.47%-26.3pp | 220.34%-208.2pp |
| Employer contribution / active EE | $3,091 | $3,809-18.9% | $3,553-13.0% | $4,156-25.6% |
| Participant deferral / active EE | $3,428 | $8,286-58.6% | $7,956-56.9% | $6,407-46.5% |
| Admin fee / account holder | $4,961 | $11,312-56.1% | $11,381-56.4% | $12,270-59.6% |