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 | $30,181 | $56,053-46.2% | $75,972-60.3% | $80,856-62.7% |
| Participation rate | 98.0% | 62.0%+36.0pp | 69.1%+29.0pp | 67.6%+30.4pp |
| Annual return | 9.68% | 20.53%-10.9pp | 359.55%-349.9pp | 35.59%-25.9pp |
| Employer contribution / active EE | $3,321 | $1,874+77.2% | $2,685+23.7% | $2,755+20.5% |
| Participant deferral / active EE | $3,583 | $3,052+17.4% | $4,255-15.8% | $4,296-16.6% |
| Admin fee / account holder | $2,779 | $5,234-46.9% | $6,467-57.0% | $6,918-59.8% |