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 | $38,333 | $115,770-66.9% | $101,248-62.1% | $158,922-75.9% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 3.37% | 56.14%-52.8pp | 46.47%-43.1pp | 302.83%-299.5pp |
| Employer contribution / active EE | $3,422 | $4,175-18.0% | $3,660-6.5% | $4,761-28.1% |
| Participant deferral / active EE | $6,968 | $4,957+40.6% | $4,370+59.4% | $5,982+16.5% |
| Admin fee / account holder | $399 | $7,245-94.5% | $5,945-93.3% | $11,246-96.5% |