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 | $14,624 | $72,071-79.7% | $68,368-78.6% | $137,256-89.3% |
| Participation rate | 77.8% | 76.2%+1.5pp | 73.8%+4.0pp | 80.0%-2.2pp |
| Annual return | 5.69% | 353.14%-347.5pp | 292.57%-286.9pp | 220.34%-214.7pp |
| Employer contribution / active EE | $678 | $2,788-75.7% | $2,649-74.4% | $4,156-83.7% |
| Participant deferral / active EE | $1,459 | $4,410-66.9% | $4,123-64.6% | $6,407-77.2% |
| Admin fee / account holder | $1,929 | $5,336-63.9% | $5,150-62.5% | $12,270-84.3% |