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 | $48,395 | $214,378-77.4% | $200,582-75.9% | $142,382-66.0% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 8.25% | 46.41%-38.2pp | 42.33%-34.1pp | 217.08%-208.8pp |
| Employer contribution / active EE | $4,102 | $6,841-40.0% | $6,419-36.1% | $4,299-4.6% |
| Participant deferral / active EE | $15,478 | $9,865+56.9% | $9,331+65.9% | $6,507+137.9% |
| Admin fee / account holder | $23,758 | $17,692+34.3% | $16,305+45.7% | $12,624+88.2% |