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 | $48,266 | $96,305-49.9% | $80,569-40.1% | $139,434-65.4% |
| Participation rate | 73.7% | 73.6%+0.1pp | 67.0%+6.7pp | 80.3%-6.6pp |
| Annual return | 7.60% | 1350.08%-1342.5pp | 935.43%-927.8pp | 372.94%-365.3pp |
| Employer contribution / active EE | $1,705 | $3,262-47.7% | $2,723-37.4% | $4,751-64.1% |
| Participant deferral / active EE | $3,457 | $5,232-33.9% | $4,447-22.3% | $6,710-48.5% |
| Admin fee / account holder | $4,152 | $6,599-37.1% | $5,377-22.8% | $11,403-63.6% |