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 | $31,055 | $78,103-60.2% | $289,028-89.3% | $116,875-73.4% |
| Participation rate | 79.7% | 69.5%+10.2pp | 78.0%+1.7pp | 74.5%+5.2pp |
| Annual return | 10.94% | 15.26%-4.3pp | 243.94%-233.0pp | 16.29%-5.4pp |
| Employer contribution / active EE | $1,562 | $2,718-42.5% | $6,326-75.3% | $3,288-52.5% |
| Participant deferral / active EE | $2,542 | $2,921-13.0% | $4,804-47.1% | $3,885-34.6% |
| Admin fee / account holder | $4,969 | $8,683-42.8% | $14,050-64.6% | $12,263-59.5% |