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 | $97,130 | $175,202-44.6% | $149,673-35.1% | $139,434-30.3% |
| Participation rate | 73.3% | 83.4%-10.0pp | 78.8%-5.4pp | 80.3%-7.0pp |
| Annual return | 10.60% | 166.71%-156.1pp | 134.42%-123.8pp | 372.94%-362.3pp |
| Employer contribution / active EE | $2,127 | $5,474-61.1% | $4,818-55.9% | $4,751-55.2% |
| Participant deferral / active EE | $5,435 | $6,519-16.6% | $5,680-4.3% | $6,710-19.0% |
| Admin fee / account holder | $124,154 | $16,150+668.7% | $13,210+839.9% | $11,403+988.8% |