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 | $21,883 | $117,983-81.5% | $101,794-78.5% | $142,382-84.6% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 8.49% | 36.92%-28.4pp | 30.53%-22.0pp | 217.08%-208.6pp |
| Employer contribution / active EE | $1,734 | $2,773-37.5% | $2,289-24.2% | $4,299-59.7% |
| Participant deferral / active EE | $2,216 | $4,714-53.0% | $4,084-45.7% | $6,507-65.9% |
| Admin fee / account holder | $3,798 | $10,433-63.6% | $8,777-56.7% | $12,624-69.9% |