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 | $49,488 | $53,516-7.5% | $126,539-60.9% | $84,808-41.6% |
| Participation rate | 98.5% | 58.2%+40.2pp | 69.8%+28.7pp | 68.3%+30.2pp |
| Annual return | 6.28% | 58.34%-52.1pp | 425.95%-419.7pp | 40.90%-34.6pp |
| Employer contribution / active EE | $3,121 | $1,535+103.4% | $3,674-15.1% | $2,631+18.6% |
| Participant deferral / active EE | $3,612 | $2,671+35.3% | $4,083-11.5% | $4,212-14.2% |
| Admin fee / account holder | $3,161 | $4,497-29.7% | $6,065-47.9% | $7,344-57.0% |