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 | $51,344 | $109,881-53.3% | $150,045-65.8% | $84,808-39.5% |
| Participation rate | 92.6% | 76.1%+16.5pp | 82.3%+10.3pp | 68.3%+24.3pp |
| Annual return | 13.89% | 28.25%-14.4pp | 62.55%-48.7pp | 40.90%-27.0pp |
| Employer contribution / active EE | $4,669 | $3,561+31.1% | $4,693-0.5% | $2,631+77.5% |
| Participant deferral / active EE | $8,747 | $6,636+31.8% | $7,997+9.4% | $4,212+107.7% |
| Admin fee / account holder | $551 | $8,568-93.6% | $13,435-95.9% | $7,344-92.5% |