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 | $93,034 | $114,381-18.7% | $107,525-13.5% | $142,382-34.7% |
| Participation rate | 73.7% | 78.1%-4.5pp | 75.1%-1.4pp | 80.1%-6.4pp |
| Annual return | 5.87% | 242.71%-236.8pp | 181.32%-175.4pp | 217.08%-211.2pp |
| Employer contribution / active EE | $2,528 | $4,015-37.0% | $3,754-32.6% | $4,299-41.2% |
| Participant deferral / active EE | $5,266 | $5,564-5.4% | $5,116+2.9% | $6,507-19.1% |
| Admin fee / account holder | $59,741 | $9,860+505.9% | $8,919+569.8% | $12,624+373.2% |