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 | $228,058 | $154,228+47.9% | $145,433+56.8% | $137,256+66.2% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.1%+10.7pp | 80.0%+12.9pp |
| Annual return | 5.99% | 74.59%-68.6pp | 66.58%-60.6pp | 220.34%-214.3pp |
| Employer contribution / active EE | $6,247 | $4,804+30.0% | $4,554+37.2% | $4,156+50.3% |
| Participant deferral / active EE | $3,243 | $8,216-60.5% | $7,897-58.9% | $6,407-49.4% |
| Admin fee / account holder | $31,490 | $14,344+119.5% | $13,129+139.8% | $12,270+156.6% |