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 5-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 | $54,211 | $177,572-69.5% | $154,803-65.0% | $142,382-61.9% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 9.39% | 65.07%-55.7pp | 58.88%-49.5pp | 217.08%-207.7pp |
| Employer contribution / active EE | $4,260 | $4,810-11.5% | $4,305-1.1% | $4,299-0.9% |
| Participant deferral / active EE | $26,346 | $6,272+320.1% | $5,540+375.5% | $6,507+304.9% |
| Admin fee / account holder | $185,726 | $16,786+1006.4% | $14,329+1196.1% | $12,624+1371.2% |