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 | $72,427 | $165,984-56.4% | $164,813-56.1% | $145,922-50.4% |
| Participation rate | 73.7% | 82.0%-8.3pp | 78.6%-4.9pp | 80.3%-6.6pp |
| Annual return | 8.02% | 100.03%-92.0pp | 69.93%-61.9pp | 561.29%-553.3pp |
| Employer contribution / active EE | $1,508 | $5,273-71.4% | $4,341-65.3% | $4,660-67.6% |
| Participant deferral / active EE | $2,208 | $6,959-68.3% | $6,031-63.4% | $6,688-67.0% |
| Admin fee / account holder | $30,909 | $16,648+85.7% | $12,690+143.6% | $13,397+130.7% |