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 6-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 | $65,840 | $154,228-57.3% | $145,433-54.7% | $137,256-52.0% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 9.75% | 74.59%-64.8pp | 66.58%-56.8pp | 220.34%-210.6pp |
| Employer contribution / active EE | $4,258 | $4,804-11.4% | $4,554-6.5% | $4,156+2.4% |
| Participant deferral / active EE | $12,913 | $8,216+57.2% | $7,897+63.5% | $6,407+101.5% |
| Admin fee / account holder | $20,923 | $14,344+45.9% | $13,129+59.4% | $12,270+70.5% |