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 | $67,191 | $175,202-61.6% | $149,673-55.1% | $139,434-51.8% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 9.06% | 166.71%-157.7pp | 134.42%-125.4pp | 372.94%-363.9pp |
| Employer contribution / active EE | $4,425 | $5,474-19.2% | $4,818-8.1% | $4,751-6.9% |
| Participant deferral / active EE | $5,542 | $6,519-15.0% | $5,680-2.4% | $6,710-17.4% |
| Admin fee / account holder | $110,909 | $16,150+586.7% | $13,210+739.6% | $11,403+872.7% |