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 7-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 | $36,897 | $74,888-50.7% | $71,209-48.2% | $142,382-74.1% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 11.30% | 345.14%-333.8pp | 282.51%-271.2pp | 217.08%-205.8pp |
| Employer contribution / active EE | $1,734 | $2,854-39.2% | $2,721-36.3% | $4,299-59.7% |
| Participant deferral / active EE | $1,921 | $4,454-56.9% | $4,175-54.0% | $6,507-70.5% |
| Admin fee / account holder | $1,901 | $5,568-65.9% | $5,349-64.5% | $12,624-84.9% |