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 | $40,093 | $148,534-73.0% | $135,903-70.5% | $139,434-71.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 8.90% | 79.19%-70.3pp | 68.23%-59.3pp | 372.94%-364.0pp |
| Employer contribution / active EE | $2,336 | $5,243-55.5% | $4,856-51.9% | $4,751-50.8% |
| Participant deferral / active EE | $5,290 | $8,100-34.7% | $7,758-31.8% | $6,710-21.2% |
| Admin fee / account holder | $1,381 | $12,400-88.9% | $10,762-87.2% | $11,403-87.9% |