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 | $32,224 | $74,888-57.0% | $71,209-54.7% | $142,382-77.4% |
| Participation rate | 76.9% | 76.2%+0.7pp | 73.8%+3.2pp | 80.1%-3.2pp |
| Annual return | 10.55% | 345.14%-334.6pp | 282.51%-272.0pp | 217.08%-206.5pp |
| Employer contribution / active EE | $1,484 | $2,854-48.0% | $2,721-45.5% | $4,299-65.5% |
| Participant deferral / active EE | $798 | $4,454-82.1% | $4,175-80.9% | $6,507-87.7% |
| Admin fee / account holder | $2,320 | $5,568-58.3% | $5,349-56.6% | $12,624-81.6% |