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 | $64,163 | $214,378-70.1% | $200,582-68.0% | $142,382-54.9% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 10.04% | 46.41%-36.4pp | 42.33%-32.3pp | 217.08%-207.0pp |
| Employer contribution / active EE | $4,032 | $6,841-41.1% | $6,419-37.2% | $4,299-6.2% |
| Participant deferral / active EE | $10,618 | $9,865+7.6% | $9,331+13.8% | $6,507+63.2% |
| Admin fee / account holder | $27,915 | $17,692+57.8% | $16,305+71.2% | $12,624+121.1% |