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 7-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 | $32,615 | $175,202-81.4% | $149,673-78.2% | $139,434-76.6% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 8.13% | 166.71%-158.6pp | 134.42%-126.3pp | 372.94%-364.8pp |
| Employer contribution / active EE | $0 | $5,474-100.0% | $4,818-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $5,086 | $6,519-22.0% | $5,680-10.5% | $6,710-24.2% |
| Admin fee / account holder | $526 | $16,150-96.7% | $13,210-96.0% | $11,403-95.4% |