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 | $113,135 | $209,336-46.0% | $197,124-42.6% | $137,256-17.6% |
| Participation rate | 71.4% | 87.3%-15.9pp | 86.7%-15.3pp | 80.0%-8.5pp |
| Annual return | 1.70% | 48.09%-46.4pp | 44.34%-42.6pp | 220.34%-218.6pp |
| Employer contribution / active EE | $10,304 | $6,591+56.3% | $6,227+65.5% | $4,156+147.9% |
| Participant deferral / active EE | $13,288 | $9,614+38.2% | $9,135+45.5% | $6,407+107.4% |
| Admin fee / account holder | $705 | $17,308-95.9% | $16,298-95.7% | $12,270-94.3% |