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 7-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 | $43,940 | $185,822-76.4% | $169,993-74.2% | $139,434-68.5% |
| Participation rate | 90.9% | 87.8%+3.2pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 8.44% | 60.50%-52.1pp | 53.37%-44.9pp | 372.94%-364.5pp |
| Employer contribution / active EE | $2,498 | $7,590-67.1% | $6,785-63.2% | $4,751-47.4% |
| Participant deferral / active EE | $5,977 | $11,622-48.6% | $10,408-42.6% | $6,710-10.9% |
| Admin fee / account holder | $1,824 | $15,381-88.1% | $12,815-85.8% | $11,403-84.0% |