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 | $39,530 | $159,602-75.2% | $150,045-73.7% | $142,382-72.2% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 8.11% | 70.24%-62.1pp | 62.55%-54.4pp | 217.08%-209.0pp |
| Employer contribution / active EE | $3,222 | $4,961-35.1% | $4,693-31.4% | $4,299-25.1% |
| Participant deferral / active EE | $10,910 | $8,310+31.3% | $7,997+36.4% | $6,507+67.7% |
| Admin fee / account holder | $1,516 | $14,846-89.8% | $13,435-88.7% | $12,624-88.0% |