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 | $31,785 | $93,571-66.0% | $135,903-76.6% | $75,163-57.7% |
| Participation rate | 89.2% | 75.2%+14.1pp | 81.9%+7.3pp | 67.2%+22.1pp |
| Annual return | 15.02% | 30.90%-15.9pp | 68.23%-53.2pp | 160.62%-145.6pp |
| Employer contribution / active EE | $2,369 | $3,537-33.0% | $4,856-51.2% | $2,670-11.3% |
| Participant deferral / active EE | $5,765 | $6,404-10.0% | $7,758-25.7% | $4,125+39.7% |
| Admin fee / account holder | $7,180 | $6,975+2.9% | $10,762-33.3% | $5,651+27.1% |