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 | $35,925 | $165,335-78.3% | $149,696-76.0% | $158,922-77.4% |
| Participation rate | 93.8% | 84.6%+9.2pp | 82.5%+11.3pp | 82.0%+11.8pp |
| Annual return | 2.79% | 348.15%-345.4pp | 276.60%-273.8pp | 302.83%-300.0pp |
| Employer contribution / active EE | $3,513 | $5,103-31.2% | $4,644-24.4% | $4,761-26.2% |
| Participant deferral / active EE | $9,266 | $7,181+29.0% | $6,842+35.4% | $5,982+54.9% |
| Admin fee / account holder | $1,251 | $10,807-88.4% | $9,309-86.6% | $11,246-88.9% |