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 | $24,194 | $176,056-86.3% | $159,436-84.8% | $167,490-85.6% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 9.58% | 331.75%-322.2pp | 263.57%-254.0pp | 478.56%-469.0pp |
| Employer contribution / active EE | $1,728 | $5,297-67.4% | $4,829-64.2% | $4,837-64.3% |
| Participant deferral / active EE | $6,178 | $7,750-20.3% | $7,352-16.0% | $6,341-2.6% |
| Admin fee / account holder | $397 | $12,554-96.8% | $10,799-96.3% | $12,309-96.8% |