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 | $14,815 | $95,266-84.4% | $82,389-82.0% | $142,382-89.6% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.5%+16.2pp | 80.1%+5.6pp |
| Annual return | 10.31% | 25.74%-15.4pp | 28.67%-18.4pp | 217.08%-206.8pp |
| Employer contribution / active EE | $1,661 | $2,991-44.5% | $2,517-34.0% | $4,299-61.4% |
| Participant deferral / active EE | $3,367 | $4,809-30.0% | $4,155-18.9% | $6,507-48.3% |
| Admin fee / account holder | $1,514 | $8,563-82.3% | $7,231-79.1% | $12,624-88.0% |