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 | $58,179 | $77,899-25.3% | $149,673-61.1% | $75,163-22.6% |
| Participation rate | 71.9% | 65.6%+6.3pp | 78.8%-6.9pp | 67.2%+4.7pp |
| Annual return | 9.00% | 31.72%-22.7pp | 134.42%-125.4pp | 160.62%-151.6pp |
| Employer contribution / active EE | $2,008 | $3,137-36.0% | $4,818-58.3% | $2,670-24.8% |
| Participant deferral / active EE | $4,235 | $3,411+24.2% | $5,680-25.4% | $4,125+2.7% |
| Admin fee / account holder | $1,605 | $5,956-73.1% | $13,210-87.9% | $5,651-71.6% |