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 8-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 | $51,989 | $127,065-59.1% | $113,168-54.1% | $142,382-63.5% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 5.85% | 24.03%-18.2pp | 24.27%-18.4pp | 217.08%-211.2pp |
| Employer contribution / active EE | $4,352 | $3,442+26.4% | $2,975+46.3% | $4,299+1.2% |
| Participant deferral / active EE | $7,681 | $5,716+34.4% | $5,107+50.4% | $6,507+18.0% |
| Admin fee / account holder | $60,603 | $15,736+285.1% | $12,068+402.2% | $12,624+380.1% |