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 | $88,577 | $176,812-49.9% | $146,665-39.6% | $167,490-47.1% |
| Participation rate | 87.5% | 83.6%+3.9pp | 80.1%+7.4pp | 82.1%+5.4pp |
| Annual return | 7.08% | 24.03%-17.0pp | 22.74%-15.7pp | 478.56%-471.5pp |
| Employer contribution / active EE | $12,275 | $5,160+137.9% | $4,136+196.8% | $4,837+153.7% |
| Participant deferral / active EE | $3,030 | $6,440-52.9% | $5,506-45.0% | $6,341-52.2% |
| Admin fee / account holder | $127,139 | $13,259+858.9% | $10,280+1136.8% | $12,309+932.9% |