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 | $67,562 | $133,922-49.6% | $116,228-41.9% | $142,382-52.5% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.6%+0.4pp | 80.1%-5.1pp |
| Annual return | 7.87% | 147.76%-139.9pp | 90.06%-82.2pp | 217.08%-209.2pp |
| Employer contribution / active EE | $4,396 | $3,446+27.6% | $2,994+46.8% | $4,299+2.3% |
| Participant deferral / active EE | $8,100 | $5,672+42.8% | $4,953+63.5% | $6,507+24.5% |
| Admin fee / account holder | $979 | $14,945-93.4% | $11,989-91.8% | $12,624-92.2% |