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 5-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 | $40,488 | $159,602-74.6% | $150,045-73.0% | $142,382-71.6% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 6.05% | 70.24%-64.2pp | 62.55%-56.5pp | 217.08%-211.0pp |
| Employer contribution / active EE | $3,301 | $4,961-33.4% | $4,693-29.7% | $4,299-23.2% |
| Participant deferral / active EE | $13,023 | $8,310+56.7% | $7,997+62.8% | $6,507+100.1% |
| Admin fee / account holder | $64,898 | $14,846+337.1% | $13,435+383.1% | $12,624+414.1% |