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 6-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 | $36,129 | $214,378-83.1% | $200,582-82.0% | $142,382-74.6% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 9.51% | 46.41%-36.9pp | 42.33%-32.8pp | 217.08%-207.6pp |
| Employer contribution / active EE | $1,615 | $6,841-76.4% | $6,419-74.8% | $4,299-62.4% |
| Participant deferral / active EE | $12,222 | $9,865+23.9% | $9,331+31.0% | $6,507+87.8% |
| Admin fee / account holder | $1,407 | $17,692-92.0% | $16,305-91.4% | $12,624-88.9% |