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 | $23,348 | $57,281-59.2% | $86,612-73.0% | $75,163-68.9% |
| Participation rate | 74.1% | 63.2%+10.9pp | 71.7%+2.4pp | 67.2%+6.9pp |
| Annual return | 11.35% | 2670.75%-2659.4pp | 591.07%-579.7pp | 160.62%-149.3pp |
| Employer contribution / active EE | $511 | $2,314-77.9% | $3,022-83.1% | $2,670-80.9% |
| Participant deferral / active EE | $934 | $3,318-71.8% | $4,438-78.9% | $4,125-77.4% |
| Admin fee / account holder | $6,714 | $4,112+63.3% | $5,614+19.6% | $5,651+18.8% |