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 | $70,941 | $74,888-5.3% | $71,209-0.4% | $142,382-50.2% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.1%-8.7pp |
| Annual return | 11.28% | 345.14%-333.9pp | 282.51%-271.2pp | 217.08%-205.8pp |
| Employer contribution / active EE | $565 | $2,854-80.2% | $2,721-79.2% | $4,299-86.9% |
| Participant deferral / active EE | $4,872 | $4,454+9.4% | $4,175+16.7% | $6,507-25.1% |
| Admin fee / account holder | $24,538 | $5,568+340.7% | $5,349+358.8% | $12,624+94.4% |