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 | $13,387 | $99,921-86.6% | $85,009-84.3% | $145,959-90.8% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 6.66% | 83.89%-77.2pp | 66.47%-59.8pp | 561.95%-555.3pp |
| Employer contribution / active EE | $1,179 | $3,233-63.5% | $2,728-56.8% | $4,661-74.7% |
| Participant deferral / active EE | $2,158 | $5,293-59.2% | $4,522-52.3% | $6,689-67.7% |
| Admin fee / account holder | $788 | $7,252-89.1% | $6,153-87.2% | $13,398-94.1% |