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 | $33,213 | $80,717-58.9% | $154,803-78.5% | $84,808-60.8% |
| Participation rate | 73.1% | 66.8%+6.3pp | 78.1%-5.0pp | 68.3%+4.8pp |
| Annual return | 8.03% | 37.96%-29.9pp | 58.88%-50.9pp | 40.90%-32.9pp |
| Employer contribution / active EE | $1,748 | $2,761-36.7% | $4,305-59.4% | $2,631-33.6% |
| Participant deferral / active EE | $3,985 | $3,303+20.6% | $5,540-28.1% | $4,212-5.4% |
| Admin fee / account holder | $34,395 | $6,746+409.9% | $14,329+140.0% | $7,344+368.4% |