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 8-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 | $17,049 | $117,983-85.5% | $101,794-83.3% | $142,382-88.0% |
| Participation rate | 70.0% | 74.2%-4.2pp | 69.2%+0.8pp | 80.1%-10.1pp |
| Annual return | 9.02% | 36.92%-27.9pp | 30.53%-21.5pp | 217.08%-208.1pp |
| Employer contribution / active EE | $1,657 | $2,773-40.2% | $2,289-27.6% | $4,299-61.5% |
| Participant deferral / active EE | $3,057 | $4,714-35.2% | $4,084-25.2% | $6,507-53.0% |
| Admin fee / account holder | $8,582 | $10,433-17.7% | $8,777-2.2% | $12,624-32.0% |