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 | $55,246 | $79,944-30.9% | $98,439-43.9% | $75,163-26.5% |
| Participation rate | 75.0% | 70.4%+4.6pp | 75.2%-0.2pp | 67.2%+7.8pp |
| Annual return | 11.91% | 19.75%-7.8pp | 21.16%-9.3pp | 160.62%-148.7pp |
| Employer contribution / active EE | $1,870 | $2,264-17.4% | $3,048-38.7% | $2,670-30.0% |
| Participant deferral / active EE | $3,536 | $3,752-5.8% | $4,738-25.4% | $4,125-14.3% |
| Admin fee / account holder | $570 | $6,840-91.7% | $8,948-93.6% | $5,651-89.9% |