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 | $51,196 | $102,382-50.0% | $147,005-65.2% | $80,874-36.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 11.75% | 134.89%-123.1pp | 418.76%-407.0pp | 35.62%-23.9pp |
| Employer contribution / active EE | $1,604 | $3,715-56.8% | $4,934-67.5% | $2,756-41.8% |
| Participant deferral / active EE | $2,846 | $6,646-57.2% | $8,070-64.7% | $4,297-33.8% |
| Admin fee / account holder | $7,047 | $7,942-11.3% | $13,006-45.8% | $6,935+1.6% |