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 7-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 | $57,069 | $118,849-52.0% | $96,562-40.9% | $167,490-65.9% |
| Participation rate | 71.4% | 75.5%-4.0pp | 69.8%+1.6pp | 82.1%-10.7pp |
| Annual return | 8.20% | 50.49%-42.3pp | 37.78%-29.6pp | 478.56%-470.4pp |
| Employer contribution / active EE | $1,629 | $3,120-47.8% | $2,356-30.9% | $4,837-66.3% |
| Participant deferral / active EE | $3,952 | $4,616-14.4% | $3,849+2.7% | $6,341-37.7% |
| Admin fee / account holder | $1,557 | $8,065-80.7% | $6,181-74.8% | $12,309-87.3% |