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 | $39,121 | $114,381-65.8% | $107,525-63.6% | $142,382-72.5% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 11.52% | 242.71%-231.2pp | 181.32%-169.8pp | 217.08%-205.6pp |
| Employer contribution / active EE | $5,667 | $4,015+41.2% | $3,754+51.0% | $4,299+31.8% |
| Participant deferral / active EE | $4,622 | $5,564-16.9% | $5,116-9.6% | $6,507-29.0% |
| Admin fee / account holder | $5,792 | $9,860-41.3% | $8,919-35.1% | $12,624-54.1% |