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 | $16,853 | $148,534-88.7% | $135,903-87.6% | $139,434-87.9% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 4.75% | 79.19%-74.4pp | 68.23%-63.5pp | 372.94%-368.2pp |
| Employer contribution / active EE | $1,629 | $5,243-68.9% | $4,856-66.5% | $4,751-65.7% |
| Participant deferral / active EE | $5,288 | $8,100-34.7% | $7,758-31.8% | $6,710-21.2% |
| Admin fee / account holder | $6,872 | $12,400-44.6% | $10,762-36.1% | $11,403-39.7% |