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 | $30,850 | $106,584-71.1% | $101,326-69.6% | $142,382-78.3% |
| Participation rate | 71.4% | 82.7%-11.3pp | 81.5%-10.1pp | 80.1%-8.7pp |
| Annual return | 6.76% | 36.93%-30.2pp | 36.82%-30.1pp | 217.08%-210.3pp |
| Employer contribution / active EE | $1,285 | $3,956-67.5% | $3,665-65.0% | $4,299-70.1% |
| Participant deferral / active EE | $4,469 | $8,297-46.1% | $7,994-44.1% | $6,507-31.3% |
| Admin fee / account holder | $27,236 | $11,446+138.0% | $11,185+143.5% | $12,624+115.8% |