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 | $50,575 | $85,202-40.6% | $172,739-70.7% | $72,985-30.7% |
| Participation rate | 94.1% | 70.1%+24.1pp | 82.6%+11.5pp | 69.5%+24.6pp |
| Annual return | 9.25% | 27.32%-18.1pp | 802.84%-793.6pp | 81.00%-71.7pp |
| Employer contribution / active EE | $1,758 | $3,324-47.1% | $5,143-65.8% | $2,440-28.0% |
| Participant deferral / active EE | $3,231 | $3,260-0.9% | $5,198-37.8% | $3,607-10.4% |
| Admin fee / account holder | $11,500 | $5,884+95.4% | $13,954-17.6% | $5,124+124.4% |