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 | $18,354 | $109,817-83.3% | $98,442-81.4% | $167,490-89.0% |
| Participation rate | 76.9% | 75.8%+1.1pp | 73.3%+3.6pp | 82.1%-5.2pp |
| Annual return | 7.28% | 1956.69%-1949.4pp | 1492.73%-1485.4pp | 478.56%-471.3pp |
| Employer contribution / active EE | $1,719 | $3,224-46.7% | $2,960-41.9% | $4,837-64.5% |
| Participant deferral / active EE | $1,719 | $4,673-63.2% | $4,276-59.8% | $6,341-72.9% |
| Admin fee / account holder | $1,031 | $6,753-84.7% | $5,949-82.7% | $12,309-91.6% |