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 10-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 | $24,242 | $177,572-86.3% | $154,803-84.3% | $142,382-83.0% |
| Participation rate | 93.8% | 82.1%+11.7pp | 78.1%+15.7pp | 80.1%+13.6pp |
| Annual return | 0.62% | 65.07%-64.4pp | 58.88%-58.3pp | 217.08%-216.5pp |
| Employer contribution / active EE | $1,623 | $4,810-66.3% | $4,305-62.3% | $4,299-62.3% |
| Participant deferral / active EE | $6,451 | $6,272+2.9% | $5,540+16.4% | $6,507-0.9% |
| Admin fee / account holder | $193,879 | $16,786+1055.0% | $14,329+1253.0% | $12,624+1435.8% |