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 | $124,425-58.2% | $112,040-53.6% | $137,256-62.1% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 5.85% | 24.72%-18.9pp | 24.52%-18.7pp | 220.34%-214.5pp |
| Employer contribution / active EE | $4,352 | $3,411+27.6% | $2,954+47.3% | $4,156+4.7% |
| Participant deferral / active EE | $7,681 | $5,718+34.3% | $5,098+50.7% | $6,407+19.9% |
| Admin fee / account holder | $60,603 | $15,207+298.5% | $12,098+400.9% | $12,270+393.9% |