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 6-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 | $46,764 | $176,812-73.6% | $146,665-68.1% | $167,490-72.1% |
| Participation rate | 76.2% | 83.6%-7.4pp | 80.1%-3.9pp | 82.1%-5.9pp |
| Annual return | 3.04% | 24.03%-21.0pp | 22.74%-19.7pp | 478.56%-475.5pp |
| Employer contribution / active EE | $1,040 | $5,160-79.8% | $4,136-74.9% | $4,837-78.5% |
| Participant deferral / active EE | $2,998 | $6,440-53.4% | $5,506-45.5% | $6,341-52.7% |
| Admin fee / account holder | $2,022 | $13,259-84.8% | $10,280-80.3% | $12,309-83.6% |