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 | $36,762 | $154,228-76.2% | $145,433-74.7% | $137,256-73.2% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 10.13% | 74.59%-64.5pp | 66.58%-56.4pp | 220.34%-210.2pp |
| Employer contribution / active EE | $4,840 | $4,804+0.7% | $4,554+6.3% | $4,156+16.5% |
| Participant deferral / active EE | $12,656 | $8,216+54.0% | $7,897+60.3% | $6,407+97.5% |
| Admin fee / account holder | $20,067 | $14,344+39.9% | $13,129+52.8% | $12,270+63.5% |