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 | $56,613 | $89,753-36.9% | $107,525-47.3% | $84,808-33.2% |
| Participation rate | 96.7% | 68.1%+28.6pp | 75.1%+21.6pp | 68.3%+28.4pp |
| Annual return | 12.58% | 29.48%-16.9pp | 181.32%-168.7pp | 40.90%-28.3pp |
| Employer contribution / active EE | $1,607 | $3,113-48.4% | $3,754-57.2% | $2,631-38.9% |
| Participant deferral / active EE | $2,809 | $4,056-30.8% | $5,116-45.1% | $4,212-33.3% |
| Admin fee / account holder | $856 | $7,222-88.1% | $8,919-90.4% | $7,344-88.3% |