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 7-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 | $40,749 | $179,726-77.3% | $156,263-73.9% | $142,382-71.4% |
| Participation rate | 94.1% | 82.1%+12.0pp | 78.9%+15.2pp | 80.1%+14.0pp |
| Annual return | 9.23% | 77.86%-68.6pp | 59.47%-50.2pp | 217.08%-207.8pp |
| Employer contribution / active EE | $2,826 | $5,069-44.2% | $4,333-34.8% | $4,299-34.3% |
| Participant deferral / active EE | $6,682 | $6,956-3.9% | $6,158+8.5% | $6,507+2.7% |
| Admin fee / account holder | $4,896 | $17,272-71.7% | $14,255-65.7% | $12,624-61.2% |