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 | $88,301 | $183,592-51.9% | $155,567-43.2% | $145,959-39.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.31% | 61.24%-53.9pp | 64.74%-57.4pp | 561.95%-554.6pp |
| Employer contribution / active EE | $1,552 | $5,315-70.8% | $4,674-66.8% | $4,661-66.7% |
| Participant deferral / active EE | $12,067 | $6,464+86.7% | $5,628+114.4% | $6,689+80.4% |
| Admin fee / account holder | $448 | $19,318-97.7% | $15,916-97.2% | $13,398-96.7% |