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 | $125,485 | $171,865-27.0% | $149,718-16.2% | $147,584-15.0% |
| Participation rate | 92.9% | 88.2%+4.7pp | 87.1%+5.8pp | 82.8%+10.0pp |
| Annual return | 8.80% | 2113.22%-2104.4pp | 1501.63%-1492.8pp | 578.55%-569.7pp |
| Employer contribution / active EE | $1,597 | $6,275-74.6% | $5,445-70.7% | $4,876-67.3% |
| Participant deferral / active EE | $2,874 | $7,271-60.5% | $6,569-56.3% | $5,439-47.2% |
| Admin fee / account holder | $7,666 | $13,799-44.4% | $11,283-32.1% | $10,885-29.6% |