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 | $40,314 | $117,859-65.8% | $102,438-60.6% | $145,959-72.4% |
| Participation rate | 91.7% | 78.6%+13.1pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 7.09% | 31.72%-24.6pp | 29.37%-22.3pp | 561.95%-554.9pp |
| Employer contribution / active EE | $1,187 | $3,615-67.2% | $3,024-60.8% | $4,661-74.5% |
| Participant deferral / active EE | $4,251 | $5,732-25.8% | $5,054-15.9% | $6,689-36.4% |
| Admin fee / account holder | $2,509 | $13,318-81.2% | $9,448-73.4% | $13,398-81.3% |