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 | $24,413 | $111,535-78.1% | $105,223-76.8% | $137,256-82.2% |
| Participation rate | 89.5% | 78.1%+11.4pp | 75.0%+14.4pp | 80.0%+9.5pp |
| Annual return | 11.31% | 237.85%-226.5pp | 180.65%-169.3pp | 220.34%-209.0pp |
| Employer contribution / active EE | $2,227 | $3,939-43.5% | $3,689-39.6% | $4,156-46.4% |
| Participant deferral / active EE | $3,251 | $5,500-40.9% | $5,072-35.9% | $6,407-49.3% |
| Admin fee / account holder | $1,828 | $9,721-81.2% | $8,859-79.4% | $12,270-85.1% |