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 | $51,127 | $124,281-58.9% | $109,143-53.2% | $167,490-69.5% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 4.39% | 26.04%-21.7pp | 25.75%-21.4pp | 478.56%-474.2pp |
| Employer contribution / active EE | $4,617 | $4,207+9.7% | $3,722+24.1% | $4,837-4.5% |
| Participant deferral / active EE | $7,486 | $5,255+42.5% | $4,653+60.9% | $6,341+18.1% |
| Admin fee / account holder | $69,857 | $7,970+776.5% | $6,752+934.6% | $12,309+467.5% |