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 7-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 | $113,736 | $176,812-35.7% | $146,665-22.5% | $167,490-32.1% |
| Participation rate | 87.5% | 83.6%+3.9pp | 80.1%+7.4pp | 82.1%+5.4pp |
| Annual return | 5.36% | 24.03%-18.7pp | 22.74%-17.4pp | 478.56%-473.2pp |
| Employer contribution / active EE | $1,927 | $5,160-62.6% | $4,136-53.4% | $4,837-60.2% |
| Participant deferral / active EE | $8,348 | $6,440+29.6% | $5,506+51.6% | $6,341+31.6% |
| Admin fee / account holder | $84,295 | $13,259+535.7% | $10,280+720.0% | $12,309+584.8% |