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 | $113,438 | $80,968+40.1% | $96,544+17.5% | $75,163+50.9% |
| Participation rate | 97.3% | 71.8%+25.5pp | 76.0%+21.3pp | 67.2%+30.1pp |
| Annual return | 8.46% | 27.06%-18.6pp | 25.84%-17.4pp | 160.62%-152.2pp |
| Employer contribution / active EE | $4,214 | $2,282+84.7% | $2,965+42.1% | $2,670+57.9% |
| Participant deferral / active EE | $8,030 | $3,928+104.4% | $4,851+65.5% | $4,125+94.7% |
| Admin fee / account holder | $17,107 | $6,724+154.4% | $8,252+107.3% | $5,651+202.7% |