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 | $53,643 | $107,452-50.1% | $91,541-41.4% | $142,382-62.3% |
| Participation rate | 84.6% | 75.1%+9.5pp | 69.8%+14.8pp | 80.1%+4.5pp |
| Annual return | 8.13% | 22.06%-13.9pp | 20.50%-12.4pp | 217.08%-208.9pp |
| Employer contribution / active EE | $3,291 | $2,994+9.9% | $2,505+31.4% | $4,299-23.4% |
| Participant deferral / active EE | $4,599 | $4,754-3.3% | $4,008+14.8% | $6,507-29.3% |
| Admin fee / account holder | $15,230 | $8,834+72.4% | $6,956+118.9% | $12,624+20.6% |