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 | $55,715 | $81,460-31.6% | $103,333-46.1% | $80,856-31.1% |
| Participation rate | 80.9% | 66.8%+14.0pp | 74.5%+6.3pp | 67.6%+13.2pp |
| Annual return | 6.05% | 25.55%-19.5pp | 24.88%-18.8pp | 35.59%-29.5pp |
| Employer contribution / active EE | $2,096 | $3,105-32.5% | $3,868-45.8% | $2,755-23.9% |
| Participant deferral / active EE | $3,762 | $3,869-2.8% | $5,057-25.6% | $4,296-12.4% |
| Admin fee / account holder | $23,712 | $6,566+261.1% | $8,355+183.8% | $6,918+242.8% |