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 | $40,404 | $148,534-72.8% | $135,903-70.3% | $139,434-71.0% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 9.21% | 79.19%-70.0pp | 68.23%-59.0pp | 372.94%-363.7pp |
| Employer contribution / active EE | $11,140 | $5,243+112.5% | $4,856+129.4% | $4,751+134.5% |
| Participant deferral / active EE | $12,315 | $8,100+52.0% | $7,758+58.7% | $6,710+83.5% |
| Admin fee / account holder | $442 | $12,400-96.4% | $10,762-95.9% | $11,403-96.1% |