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 | $19,453 | $154,228-87.4% | $145,433-86.6% | $137,256-85.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.94% | 74.59%-62.7pp | 66.58%-54.6pp | 220.34%-208.4pp |
| Employer contribution / active EE | $1,481 | $4,804-69.2% | $4,554-67.5% | $4,156-64.4% |
| Participant deferral / active EE | $2,759 | $8,216-66.4% | $7,897-65.1% | $6,407-56.9% |
| Admin fee / account holder | $8,695 | $14,344-39.4% | $13,129-33.8% | $12,270-29.1% |