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 | $53,463 | $179,726-70.3% | $156,263-65.8% | $142,382-62.5% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.9%+12.8pp | 80.1%+11.5pp |
| Annual return | 10.04% | 77.86%-67.8pp | 59.47%-49.4pp | 217.08%-207.0pp |
| Employer contribution / active EE | $2,294 | $5,069-54.7% | $4,333-47.1% | $4,299-46.6% |
| Participant deferral / active EE | $5,108 | $6,956-26.6% | $6,158-17.1% | $6,507-21.5% |
| Admin fee / account holder | $903 | $17,272-94.8% | $14,255-93.7% | $12,624-92.8% |