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 | $60,438 | $63,346-4.6% | $92,233-34.5% | $70,131-13.8% |
| Participation rate | 98.0% | 68.7%+29.4pp | 76.5%+21.6pp | 69.5%+28.5pp |
| Annual return | 11.36% | 530.12%-518.8pp | 176.28%-164.9pp | 73.14%-61.8pp |
| Employer contribution / active EE | $1,551 | $2,471-37.2% | $3,679-57.8% | $2,342-33.8% |
| Participant deferral / active EE | $2,294 | $2,854-19.6% | $3,897-41.1% | $3,332-31.1% |
| Admin fee / account holder | $56,638 | $3,840+1374.9% | $5,194+990.5% | $4,645+1119.2% |