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 | $117,983-83.9% | $101,794-81.3% | $142,382-86.6% |
| Participation rate | 84.2% | 74.2%+10.0pp | 69.2%+15.0pp | 80.1%+4.1pp |
| Annual return | 9.76% | 36.92%-27.2pp | 30.53%-20.8pp | 217.08%-207.3pp |
| Employer contribution / active EE | $1,692 | $2,773-39.0% | $2,289-26.1% | $4,299-60.6% |
| Participant deferral / active EE | $3,281 | $4,714-30.4% | $4,084-19.7% | $6,507-49.6% |
| Admin fee / account holder | $2,678 | $10,433-74.3% | $8,777-69.5% | $12,624-78.8% |