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 | $65,138 | $87,013-25.1% | $106,213-38.7% | $80,856-19.4% |
| Participation rate | 95.7% | 70.4%+25.3pp | 75.3%+20.4pp | 67.6%+28.1pp |
| Annual return | 9.28% | 17.05%-7.8pp | 116.14%-106.9pp | 35.59%-26.3pp |
| Employer contribution / active EE | $1,940 | $2,395-19.0% | $3,171-38.8% | $2,755-29.6% |
| Participant deferral / active EE | $2,965 | $3,986-25.6% | $5,016-40.9% | $4,296-31.0% |
| Admin fee / account holder | $8,373 | $8,431-0.7% | $11,033-24.1% | $6,918+21.0% |