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 7-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 | $39,345 | $74,888-47.5% | $71,209-44.7% | $142,382-72.4% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 8.81% | 345.14%-336.3pp | 282.51%-273.7pp | 217.08%-208.3pp |
| Employer contribution / active EE | $1,853 | $2,854-35.1% | $2,721-31.9% | $4,299-56.9% |
| Participant deferral / active EE | $5,824 | $4,454+30.7% | $4,175+39.5% | $6,507-10.5% |
| Admin fee / account holder | $409 | $5,568-92.6% | $5,349-92.3% | $12,624-96.8% |