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 | $77,398 | $110,257-29.8% | $96,544-19.8% | $139,434-44.5% |
| Participation rate | 90.0% | 78.1%+11.9pp | 76.0%+14.0pp | 80.3%+9.7pp |
| Annual return | 9.32% | 26.32%-17.0pp | 25.84%-16.5pp | 372.94%-363.6pp |
| Employer contribution / active EE | $978 | $3,620-73.0% | $2,965-67.0% | $4,751-79.4% |
| Participant deferral / active EE | $5,938 | $5,548+7.0% | $4,851+22.4% | $6,710-11.5% |
| Admin fee / account holder | $43,705 | $11,591+277.1% | $8,252+429.6% | $11,403+283.3% |