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 4-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 | $71,763 | $109,413-34.4% | $156,263-54.1% | $84,808-15.4% |
| Participation rate | 82.1% | 72.7%+9.4pp | 78.9%+3.1pp | 68.3%+13.7pp |
| Annual return | 4.83% | 20.18%-15.3pp | 59.47%-54.6pp | 40.90%-36.1pp |
| Employer contribution / active EE | $2,421 | $2,907-16.7% | $4,333-44.1% | $2,631-8.0% |
| Participant deferral / active EE | $4,161 | $4,590-9.3% | $6,158-32.4% | $4,212-1.2% |
| Admin fee / account holder | $32,214 | $9,357+244.3% | $14,255+126.0% | $7,344+338.7% |