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 | $65,315 | $106,515-38.7% | $96,683-32.4% | $139,434-53.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 8.66% | 38.43%-29.8pp | 35.69%-27.0pp | 372.94%-364.3pp |
| Employer contribution / active EE | $2,346 | $4,103-42.8% | $3,737-37.2% | $4,751-50.6% |
| Participant deferral / active EE | $2,908 | $5,454-46.7% | $4,878-40.4% | $6,710-56.7% |
| Admin fee / account holder | $730 | $7,877-90.7% | $6,730-89.2% | $11,403-93.6% |