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 | $58,678 | $177,572-67.0% | $154,803-62.1% | $142,382-58.8% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 4.14% | 65.07%-60.9pp | 58.88%-54.7pp | 217.08%-212.9pp |
| Employer contribution / active EE | $2,368 | $4,810-50.8% | $4,305-45.0% | $4,299-44.9% |
| Participant deferral / active EE | $10,278 | $6,272+63.9% | $5,540+85.5% | $6,507+57.9% |
| Admin fee / account holder | $82,659 | $16,786+392.4% | $14,329+476.9% | $12,624+554.8% |