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 | $49,162 | $101,724-51.7% | $164,813-70.2% | $80,856-39.2% |
| Participation rate | 90.6% | 71.8%+18.8pp | 78.6%+12.0pp | 67.6%+23.0pp |
| Annual return | 10.54% | 16.72%-6.2pp | 69.93%-59.4pp | 35.59%-25.1pp |
| Employer contribution / active EE | $3,706 | $2,953+25.5% | $4,341-14.6% | $2,755+34.5% |
| Participant deferral / active EE | $8,300 | $4,477+85.4% | $6,031+37.6% | $4,296+93.2% |
| Admin fee / account holder | $831 | $8,227-89.9% | $12,690-93.5% | $6,918-88.0% |