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 | $31,872 | $89,753-64.5% | $107,525-70.4% | $84,808-62.4% |
| Participation rate | 87.9% | 68.1%+19.8pp | 75.1%+12.8pp | 68.3%+19.6pp |
| Annual return | 12.89% | 29.48%-16.6pp | 181.32%-168.4pp | 40.90%-28.0pp |
| Employer contribution / active EE | $1,268 | $3,113-59.3% | $3,754-66.2% | $2,631-51.8% |
| Participant deferral / active EE | $4,183 | $4,056+3.1% | $5,116-18.2% | $4,212-0.7% |
| Admin fee / account holder | $7,189 | $7,222-0.5% | $8,919-19.4% | $7,344-2.1% |