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 8-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 | $54,772 | $115,770-52.7% | $101,248-45.9% | $158,922-65.5% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 6.27% | 56.14%-49.9pp | 46.47%-40.2pp | 302.83%-296.6pp |
| Employer contribution / active EE | $2,872 | $4,175-31.2% | $3,660-21.5% | $4,761-39.7% |
| Participant deferral / active EE | $8,210 | $4,957+65.6% | $4,370+87.9% | $5,982+37.2% |
| Admin fee / account holder | $783 | $7,245-89.2% | $5,945-86.8% | $11,246-93.0% |