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 | $29,198 | $177,572-83.6% | $154,803-81.1% | $142,382-79.5% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 10.93% | 65.07%-54.1pp | 58.88%-48.0pp | 217.08%-206.1pp |
| Employer contribution / active EE | $3,510 | $4,810-27.0% | $4,305-18.5% | $4,299-18.4% |
| Participant deferral / active EE | $4,068 | $6,272-35.1% | $5,540-26.6% | $6,507-37.5% |
| Admin fee / account holder | $1,353 | $16,786-91.9% | $14,329-90.6% | $12,624-89.3% |