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 | $68,391 | $102,317-33.2% | $146,958-53.5% | $80,856-15.4% |
| Participation rate | 98.5% | 75.8%+22.7pp | 82.2%+16.4pp | 67.6%+30.9pp |
| Annual return | 10.27% | 134.76%-124.5pp | 418.34%-408.1pp | 35.59%-25.3pp |
| Employer contribution / active EE | $7,233 | $3,713+94.8% | $4,933+46.6% | $2,755+162.5% |
| Participant deferral / active EE | $6,256 | $6,644-5.8% | $8,070-22.5% | $4,296+45.6% |
| Admin fee / account holder | $1,306 | $7,941-83.6% | $12,998-90.0% | $6,918-81.1% |