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 | $130,757 | $108,912+20.1% | $100,383+30.3% | $145,959-10.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.15% | 57.96%-48.8pp | 49.26%-40.1pp | 561.95%-552.8pp |
| Employer contribution / active EE | $868 | $4,423-80.4% | $3,944-78.0% | $4,661-81.4% |
| Participant deferral / active EE | $23,499 | $8,451+178.1% | $8,086+190.6% | $6,689+251.3% |
| Admin fee / account holder | $3,541 | $9,690-63.5% | $7,900-55.2% | $13,398-73.6% |