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 | $13,778 | $117,983-88.3% | $101,794-86.5% | $142,382-90.3% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.2%+16.5pp | 80.1%+5.6pp |
| Annual return | 1.64% | 36.92%-35.3pp | 30.53%-28.9pp | 217.08%-215.4pp |
| Employer contribution / active EE | $2,722 | $2,773-1.8% | $2,289+18.9% | $4,299-36.7% |
| Participant deferral / active EE | $3,473 | $4,714-26.3% | $4,084-15.0% | $6,507-46.6% |
| Admin fee / account holder | $1,389 | $10,433-86.7% | $8,777-84.2% | $12,624-89.0% |