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 8-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 | $42,622 | $58,208-26.8% | $81,812-47.9% | $80,856-47.3% |
| Participation rate | 72.5% | 63.4%+9.1pp | 72.3%+0.2pp | 67.6%+4.9pp |
| Annual return | 9.06% | 41.66%-32.6pp | 773.79%-764.7pp | 35.59%-26.5pp |
| Employer contribution / active EE | $1,602 | $2,340-31.5% | $2,912-45.0% | $2,755-41.9% |
| Participant deferral / active EE | $3,515 | $3,281+7.1% | $4,319-18.6% | $4,296-18.2% |
| Admin fee / account holder | $3,717 | $4,981-25.4% | $7,386-49.7% | $6,918-46.3% |