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 | $43,476 | $111,754-61.1% | $103,333-57.9% | $145,922-70.2% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 7.13% | 24.77%-17.6pp | 24.88%-17.8pp | 561.29%-554.2pp |
| Employer contribution / active EE | $1,694 | $4,212-59.8% | $3,868-56.2% | $4,660-63.6% |
| Participant deferral / active EE | $3,502 | $5,619-37.7% | $5,057-30.8% | $6,688-47.6% |
| Admin fee / account holder | $3,925 | $9,750-59.7% | $8,355-53.0% | $13,397-70.7% |