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 | $57,625 | $154,228-62.6% | $145,433-60.4% | $137,256-58.0% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 6.79% | 74.59%-67.8pp | 66.58%-59.8pp | 220.34%-213.5pp |
| Employer contribution / active EE | $6,799 | $4,804+41.5% | $4,554+49.3% | $4,156+63.6% |
| Participant deferral / active EE | $8,082 | $8,216-1.6% | $7,897+2.3% | $6,407+26.1% |
| Admin fee / account holder | $102,885 | $14,344+617.3% | $13,129+683.6% | $12,270+738.5% |