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 3-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 | $88,565 | $214,378-58.7% | $200,582-55.8% | $142,382-37.8% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 7.81% | 46.41%-38.6pp | 42.33%-34.5pp | 217.08%-209.3pp |
| Employer contribution / active EE | $1,446 | $6,841-78.9% | $6,419-77.5% | $4,299-66.4% |
| Participant deferral / active EE | $13,762 | $9,865+39.5% | $9,331+47.5% | $6,507+111.5% |
| Admin fee / account holder | $2,284 | $17,692-87.1% | $16,305-86.0% | $12,624-81.9% |