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 | $73,548 | $102,317-28.1% | $146,958-50.0% | $80,856-9.0% |
| Participation rate | 98.3% | 75.8%+22.5pp | 82.2%+16.2pp | 67.6%+30.7pp |
| Annual return | 9.40% | 134.76%-125.4pp | 418.34%-408.9pp | 35.59%-26.2pp |
| Employer contribution / active EE | $1,773 | $3,713-52.3% | $4,933-64.1% | $2,755-35.7% |
| Participant deferral / active EE | $7,362 | $6,644+10.8% | $8,070-8.8% | $4,296+71.4% |
| Admin fee / account holder | $8,085 | $7,941+1.8% | $12,998-37.8% | $6,918+16.9% |