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 | $108,825-34.1% | $156,181-54.1% | $82,448-13.0% |
| Participation rate | 82.1% | 72.4%+9.7pp | 78.8%+3.2pp | 68.1%+14.0pp |
| Annual return | 4.83% | 20.59%-15.8pp | 64.87%-60.0pp | 41.64%-36.8pp |
| Employer contribution / active EE | $2,421 | $2,870-15.7% | $4,294-43.6% | $2,551-5.1% |
| Participant deferral / active EE | $4,161 | $4,577-9.1% | $6,132-32.1% | $4,139+0.5% |
| Admin fee / account holder | $32,214 | $9,341+244.9% | $14,586+120.9% | $7,234+345.3% |