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 | $107,295 | $176,056-39.1% | $159,436-32.7% | $167,490-35.9% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 9.03% | 331.75%-322.7pp | 263.57%-254.5pp | 478.56%-469.5pp |
| Employer contribution / active EE | $1,418 | $5,297-73.2% | $4,829-70.6% | $4,837-70.7% |
| Participant deferral / active EE | $5,259 | $7,750-32.1% | $7,352-28.5% | $6,341-17.1% |
| Admin fee / account holder | $1,299 | $12,554-89.7% | $10,799-88.0% | $12,309-89.4% |