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 | $58,855 | $209,832-72.0% | $189,513-68.9% | $167,490-64.9% |
| Participation rate | 83.3% | 88.7%-5.3pp | 87.8%-4.5pp | 82.1%+1.2pp |
| Annual return | 7.47% | 748.27%-740.8pp | 555.15%-547.7pp | 478.56%-471.1pp |
| Employer contribution / active EE | $1,527 | $6,914-77.9% | $6,162-75.2% | $4,837-68.4% |
| Participant deferral / active EE | $5,358 | $8,935-40.0% | $8,221-34.8% | $6,341-15.5% |
| Admin fee / account holder | $6,917 | $14,293-51.6% | $12,045-42.6% | $12,309-43.8% |