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 8-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 | $23,646 | $72,071-67.2% | $68,368-65.4% | $137,256-82.8% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.0%+10.9pp |
| Annual return | 12.66% | 353.14%-340.5pp | 292.57%-279.9pp | 220.34%-207.7pp |
| Employer contribution / active EE | $1,201 | $2,788-56.9% | $2,649-54.7% | $4,156-71.1% |
| Participant deferral / active EE | $2,482 | $4,410-43.7% | $4,123-39.8% | $6,407-61.3% |
| Admin fee / account holder | $1,765 | $5,336-66.9% | $5,150-65.7% | $12,270-85.6% |