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 | $54,748 | $100,970-45.8% | $96,576-43.3% | $137,256-60.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 7.22% | 38.16%-30.9pp | 38.47%-31.2pp | 220.34%-213.1pp |
| Employer contribution / active EE | $6,073 | $3,809+59.4% | $3,553+70.9% | $4,156+46.1% |
| Participant deferral / active EE | $7,591 | $8,286-8.4% | $7,956-4.6% | $6,407+18.5% |
| Admin fee / account holder | $22,021 | $11,312+94.7% | $11,381+93.5% | $12,270+79.5% |