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 | $106,584-48.6% | $101,326-46.0% | $142,382-61.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 7.22% | 36.93%-29.7pp | 36.82%-29.6pp | 217.08%-209.9pp |
| Employer contribution / active EE | $6,073 | $3,956+53.5% | $3,665+65.7% | $4,299+41.3% |
| Participant deferral / active EE | $7,591 | $8,297-8.5% | $7,994-5.0% | $6,507+16.7% |
| Admin fee / account holder | $22,021 | $11,446+92.4% | $11,185+96.9% | $12,624+74.4% |