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 | $20,839 | $85,202-75.5% | $172,739-87.9% | $72,985-71.4% |
| Participation rate | 78.6% | 70.1%+8.5pp | 82.6%-4.1pp | 69.5%+9.1pp |
| Annual return | 14.60% | 27.32%-12.7pp | 802.84%-788.2pp | 81.00%-66.4pp |
| Employer contribution / active EE | $1,322 | $3,324-60.2% | $5,143-74.3% | $2,440-45.8% |
| Participant deferral / active EE | $1,489 | $3,260-54.3% | $5,198-71.3% | $3,607-58.7% |
| Admin fee / account holder | $1,270 | $5,884-78.4% | $13,954-90.9% | $5,124-75.2% |