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 | $33,981 | $102,317-66.8% | $146,958-76.9% | $80,856-58.0% |
| Participation rate | 75.6% | 75.8%-0.2pp | 82.2%-6.5pp | 67.6%+8.0pp |
| Annual return | 11.11% | 134.76%-123.6pp | 418.34%-407.2pp | 35.59%-24.5pp |
| Employer contribution / active EE | $1,877 | $3,713-49.4% | $4,933-61.9% | $2,755-31.8% |
| Participant deferral / active EE | $4,265 | $6,644-35.8% | $8,070-47.1% | $4,296-0.7% |
| Admin fee / account holder | $2,829 | $7,941-64.4% | $12,998-78.2% | $6,918-59.1% |