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 6-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 | $46,046 | $214,378-78.5% | $200,582-77.0% | $142,382-67.7% |
| Participation rate | 90.9% | 87.4%+3.5pp | 86.9%+4.0pp | 80.1%+10.8pp |
| Annual return | 11.34% | 46.41%-35.1pp | 42.33%-31.0pp | 217.08%-205.7pp |
| Employer contribution / active EE | $2,197 | $6,841-67.9% | $6,419-65.8% | $4,299-48.9% |
| Participant deferral / active EE | $8,078 | $9,865-18.1% | $9,331-13.4% | $6,507+24.1% |
| Admin fee / account holder | $22,752 | $17,692+28.6% | $16,305+39.5% | $12,624+80.2% |