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 | $88,943 | $77,899+14.2% | $149,673-40.6% | $75,163+18.3% |
| Participation rate | 97.2% | 65.6%+31.6pp | 78.8%+18.5pp | 67.2%+30.0pp |
| Annual return | 10.66% | 31.72%-21.1pp | 134.42%-123.8pp | 160.62%-150.0pp |
| Employer contribution / active EE | $698 | $3,137-77.8% | $4,818-85.5% | $2,670-73.9% |
| Participant deferral / active EE | $4,865 | $3,411+42.6% | $5,680-14.3% | $4,125+17.9% |
| Admin fee / account holder | $12,432 | $5,956+108.7% | $13,210-5.9% | $5,651+120.0% |