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 | $33,350 | $48,795-31.7% | $65,493-49.1% | $84,808-60.7% |
| Participation rate | 78.8% | 67.0%+11.8pp | 73.1%+5.7pp | 68.3%+10.5pp |
| Annual return | 11.58% | 20.20%-8.6pp | 982.45%-970.9pp | 40.90%-29.3pp |
| Employer contribution / active EE | $1,858 | $1,930-3.7% | $2,574-27.8% | $2,631-29.4% |
| Participant deferral / active EE | $1,933 | $2,928-34.0% | $3,961-51.2% | $4,212-54.1% |
| Admin fee / account holder | $1,839 | $3,877-52.6% | $5,028-63.4% | $7,344-75.0% |