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 | $9,115 | $74,888-87.8% | $71,209-87.2% | $142,382-93.6% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 9.58% | 345.14%-335.6pp | 282.51%-272.9pp | 217.08%-207.5pp |
| Employer contribution / active EE | $1,225 | $2,854-57.1% | $2,721-55.0% | $4,299-71.5% |
| Participant deferral / active EE | $2,691 | $4,454-39.6% | $4,175-35.6% | $6,507-58.7% |
| Admin fee / account holder | $2,162 | $5,568-61.2% | $5,349-59.6% | $12,624-82.9% |