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 3-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 | $32,587 | $100,970-67.7% | $96,576-66.3% | $137,256-76.3% |
| Participation rate | 92.9% | 82.6%+10.2pp | 81.4%+11.4pp | 80.0%+12.9pp |
| Annual return | 5.32% | 38.16%-32.8pp | 38.47%-33.1pp | 220.34%-215.0pp |
| Employer contribution / active EE | $2,444 | $3,809-35.8% | $3,553-31.2% | $4,156-41.2% |
| Participant deferral / active EE | $14,282 | $8,286+72.4% | $7,956+79.5% | $6,407+122.9% |
| Admin fee / account holder | $4,306 | $11,312-61.9% | $11,381-62.2% | $12,270-64.9% |