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 | $26,526 | $159,602-83.4% | $150,045-82.3% | $142,382-81.4% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 6.83% | 70.24%-63.4pp | 62.55%-55.7pp | 217.08%-210.2pp |
| Employer contribution / active EE | $3,535 | $4,961-28.7% | $4,693-24.7% | $4,299-17.8% |
| Participant deferral / active EE | $7,589 | $8,310-8.7% | $7,997-5.1% | $6,507+16.6% |
| Admin fee / account holder | $22,358 | $14,846+50.6% | $13,435+66.4% | $12,624+77.1% |