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 9-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 | $61,479 | $124,319-50.5% | $111,297-44.8% | $167,490-63.3% |
| Participation rate | 84.2% | 79.6%+4.6pp | 77.3%+6.9pp | 82.1%+2.1pp |
| Annual return | 8.87% | 37.44%-28.6pp | 54.65%-45.8pp | 478.56%-469.7pp |
| Employer contribution / active EE | $1,786 | $3,435-48.0% | $2,731-34.6% | $4,837-63.1% |
| Participant deferral / active EE | $3,504 | $5,180-32.4% | $4,487-21.9% | $6,341-44.7% |
| Admin fee / account holder | $6,524 | $10,618-38.6% | $7,964-18.1% | $12,309-47.0% |