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 | $47,080 | $157,256-70.1% | $141,162-66.6% | $152,861-69.2% |
| Participation rate | 70.0% | 84.8%-14.8pp | 82.5%-12.5pp | 82.4%-12.4pp |
| Annual return | 9.28% | 64.32%-55.0pp | 71.39%-62.1pp | 345.32%-336.0pp |
| Employer contribution / active EE | $2,899 | $5,261-44.9% | $4,735-38.8% | $4,762-39.1% |
| Participant deferral / active EE | $9,640 | $7,109+35.6% | $6,709+43.7% | $5,850+64.8% |
| Admin fee / account holder | $6,825 | $12,120-43.7% | $10,261-33.5% | $11,596-41.1% |