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 | $52,708 | $127,065-58.5% | $113,168-53.4% | $142,382-63.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 9.67% | 24.03%-14.4pp | 24.27%-14.6pp | 217.08%-207.4pp |
| Employer contribution / active EE | $1,836 | $3,442-46.7% | $2,975-38.3% | $4,299-57.3% |
| Participant deferral / active EE | $2,154 | $5,716-62.3% | $5,107-57.8% | $6,507-66.9% |
| Admin fee / account holder | $1,288 | $15,736-91.8% | $12,068-89.3% | $12,624-89.8% |