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 | $29,695 | $111,754-73.4% | $103,333-71.3% | $145,922-79.6% |
| Participation rate | 91.3% | 77.9%+13.4pp | 74.5%+16.8pp | 80.3%+11.0pp |
| Annual return | 6.97% | 24.77%-17.8pp | 24.88%-17.9pp | 561.29%-554.3pp |
| Employer contribution / active EE | $9,114 | $4,212+116.4% | $3,868+135.6% | $4,660+95.6% |
| Participant deferral / active EE | $4,917 | $5,619-12.5% | $5,057-2.8% | $6,688-26.5% |
| Admin fee / account holder | $2,701 | $9,750-72.3% | $8,355-67.7% | $13,397-79.8% |