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 | $12,103 | $180,749-93.3% | $160,784-92.5% | $137,256-91.2% |
| Participation rate | 94.4% | 80.0%+14.5pp | 77.0%+17.5pp | 80.0%+14.5pp |
| Annual return | 5.22% | 2234.46%-2229.2pp | 1803.92%-1798.7pp | 220.34%-215.1pp |
| Employer contribution / active EE | $1,006 | $4,155-75.8% | $3,733-73.1% | $4,156-75.8% |
| Participant deferral / active EE | $3,043 | $6,844-55.5% | $6,293-51.6% | $6,407-52.5% |
| Admin fee / account holder | $1,129 | $10,397-89.1% | $9,717-88.4% | $12,270-90.8% |