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 | $62,924 | $101,724-38.1% | $164,813-61.8% | $80,856-22.2% |
| Participation rate | 71.1% | 71.8%-0.7pp | 78.6%-7.5pp | 67.6%+3.5pp |
| Annual return | 9.33% | 16.72%-7.4pp | 69.93%-60.6pp | 35.59%-26.3pp |
| Employer contribution / active EE | $1,758 | $2,953-40.5% | $4,341-59.5% | $2,755-36.2% |
| Participant deferral / active EE | $2,481 | $4,477-44.6% | $6,031-58.9% | $4,296-42.2% |
| Admin fee / account holder | $5,660 | $8,227-31.2% | $12,690-55.4% | $6,918-18.2% |