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 | $71,427 | $127,065-43.8% | $113,168-36.9% | $142,382-49.8% |
| Participation rate | 94.1% | 79.2%+14.9pp | 76.6%+17.6pp | 80.1%+14.0pp |
| Annual return | 8.63% | 24.03%-15.4pp | 24.27%-15.6pp | 217.08%-208.4pp |
| Employer contribution / active EE | $2,859 | $3,442-16.9% | $2,975-3.9% | $4,299-33.5% |
| Participant deferral / active EE | $4,420 | $5,716-22.7% | $5,107-13.4% | $6,507-32.1% |
| Admin fee / account holder | $2,212 | $15,736-85.9% | $12,068-81.7% | $12,624-82.5% |