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 | $61,221 | $88,672-31.0% | $105,223-41.8% | $82,448-25.7% |
| Participation rate | 84.4% | 67.9%+16.5pp | 75.0%+9.3pp | 68.1%+16.3pp |
| Annual return | 8.46% | 30.86%-22.4pp | 180.65%-172.2pp | 41.64%-33.2pp |
| Employer contribution / active EE | $5,331 | $3,048+74.9% | $3,689+44.5% | $2,551+109.0% |
| Participant deferral / active EE | $4,972 | $4,036+23.2% | $5,072-2.0% | $4,139+20.1% |
| Admin fee / account holder | $7,839 | $7,146+9.7% | $8,859-11.5% | $7,234+8.4% |