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 | $91,294 | $214,378-57.4% | $200,582-54.5% | $142,382-35.9% |
| Participation rate | 84.6% | 87.4%-2.8pp | 86.9%-2.3pp | 80.1%+4.5pp |
| Annual return | 0.07% | 46.41%-46.3pp | 42.33%-42.3pp | 217.08%-217.0pp |
| Employer contribution / active EE | $2,011 | $6,841-70.6% | $6,419-68.7% | $4,299-53.2% |
| Participant deferral / active EE | $3,899 | $9,865-60.5% | $9,331-58.2% | $6,507-40.1% |
| Admin fee / account holder | $22,088 | $17,692+24.8% | $16,305+35.5% | $12,624+75.0% |