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 | $41,694 | $209,411-80.1% | $178,490-76.6% | $158,922-73.8% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 5.42% | 188.75%-183.3pp | 151.07%-145.7pp | 302.83%-297.4pp |
| Employer contribution / active EE | $1,314 | $5,706-77.0% | $5,011-73.8% | $4,761-72.4% |
| Participant deferral / active EE | $3,103 | $5,954-47.9% | $5,202-40.3% | $5,982-48.1% |
| Admin fee / account holder | $52,426 | $17,074+207.0% | $13,984+274.9% | $11,246+366.2% |