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 | $51,463 | $99,985-48.5% | $146,665-64.9% | $85,850-40.1% |
| Participation rate | 85.4% | 73.1%+12.4pp | 80.1%+5.3pp | 69.3%+16.1pp |
| Annual return | 9.23% | 18.93%-9.7pp | 22.74%-13.5pp | 318.53%-309.3pp |
| Employer contribution / active EE | $1,136 | $2,559-55.6% | $4,136-72.5% | $2,565-55.7% |
| Participant deferral / active EE | $2,988 | $4,006-25.4% | $5,506-45.7% | $3,952-24.4% |
| Admin fee / account holder | $26,998 | $7,702+250.5% | $10,280+162.6% | $6,260+331.3% |