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 | $63,958 | $124,425-48.6% | $112,040-42.9% | $137,256-53.4% |
| Participation rate | 95.8% | 79.3%+16.5pp | 76.5%+19.3pp | 80.0%+15.9pp |
| Annual return | 7.98% | 24.72%-16.7pp | 24.52%-16.5pp | 220.34%-212.4pp |
| Employer contribution / active EE | $1,206 | $3,411-64.6% | $2,954-59.2% | $4,156-71.0% |
| Participant deferral / active EE | $6,834 | $5,718+19.5% | $5,098+34.1% | $6,407+6.7% |
| Admin fee / account holder | $17,671 | $15,207+16.2% | $12,098+46.1% | $12,270+44.0% |