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 9-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 | $103,245 | $177,572-41.9% | $154,803-33.3% | $142,382-27.5% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 2.06% | 65.07%-63.0pp | 58.88%-56.8pp | 217.08%-215.0pp |
| Employer contribution / active EE | $5,887 | $4,810+22.4% | $4,305+36.7% | $4,299+36.9% |
| Participant deferral / active EE | $4,584 | $6,272-26.9% | $5,540-17.3% | $6,507-29.6% |
| Admin fee / account holder | $6,768 | $16,786-59.7% | $14,329-52.8% | $12,624-46.4% |