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 | $127,065-49.7% | $113,168-43.5% | $142,382-55.1% |
| Participation rate | 95.8% | 79.2%+16.6pp | 76.6%+19.3pp | 80.1%+15.7pp |
| Annual return | 7.98% | 24.03%-16.0pp | 24.27%-16.3pp | 217.08%-209.1pp |
| Employer contribution / active EE | $1,206 | $3,442-65.0% | $2,975-59.5% | $4,299-71.9% |
| Participant deferral / active EE | $6,834 | $5,716+19.6% | $5,107+33.8% | $6,507+5.0% |
| Admin fee / account holder | $17,671 | $15,736+12.3% | $12,068+46.4% | $12,624+40.0% |