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 | $19,043 | $112,729-83.1% | $98,716-80.7% | $137,256-86.1% |
| Participation rate | 84.2% | 74.2%+10.0pp | 69.3%+14.9pp | 80.0%+4.3pp |
| Annual return | 9.76% | 38.48%-28.7pp | 31.81%-22.0pp | 220.34%-210.6pp |
| Employer contribution / active EE | $1,692 | $2,725-37.9% | $2,279-25.7% | $4,156-59.3% |
| Participant deferral / active EE | $3,281 | $4,640-29.3% | $4,048-18.9% | $6,407-48.8% |
| Admin fee / account holder | $2,678 | $10,129-73.6% | $8,703-69.2% | $12,270-78.2% |