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 | $96,187 | $60,349+59.4% | $74,183+29.7% | $62,891+52.9% |
| Participation rate | 85.7% | 72.7%+13.0pp | 76.6%+9.1pp | 69.3%+16.4pp |
| Annual return | -2.89% | 21.37%-24.3pp | 17.74%-20.6pp | 20.14%-23.0pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,099 | $2,856+8.5% | $3,550-12.7% | $3,203-3.2% |
| Admin fee / account holder | $3,587 | $4,261-15.8% | $5,586-35.8% | $4,296-16.5% |