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 | $25,093 | $106,584-76.5% | $101,326-75.2% | $142,382-82.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 7.39% | 36.93%-29.5pp | 36.82%-29.4pp | 217.08%-209.7pp |
| Employer contribution / active EE | $5,281 | $3,956+33.5% | $3,665+44.1% | $4,299+22.8% |
| Participant deferral / active EE | $13,233 | $8,297+59.5% | $7,994+65.5% | $6,507+103.4% |
| Admin fee / account holder | $2,764 | $11,446-75.9% | $11,185-75.3% | $12,624-78.1% |