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 | $172,111-65.9% | $150,298-61.0% | $137,256-57.2% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 4.14% | 69.37%-65.2pp | 62.79%-58.6pp | 220.34%-216.2pp |
| Employer contribution / active EE | $2,368 | $4,636-48.9% | $4,154-43.0% | $4,156-43.0% |
| Participant deferral / active EE | $10,278 | $6,166+66.7% | $5,453+88.5% | $6,407+60.4% |
| Admin fee / account holder | $82,659 | $16,471+401.8% | $14,116+485.6% | $12,270+573.7% |