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 | $88,025 | $201,259-56.3% | $184,200-52.2% | $145,959-39.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 3.51% | 28.98%-25.5pp | 28.80%-25.3pp | 561.95%-558.4pp |
| Employer contribution / active EE | $1,872 | $7,018-73.3% | $6,424-70.9% | $4,661-59.8% |
| Participant deferral / active EE | $14,912 | $9,806+52.1% | $9,132+63.3% | $6,689+122.9% |
| Admin fee / account holder | $1,995 | $16,372-87.8% | $13,907-85.7% | $13,398-85.1% |