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 | $59,755 | $159,602-62.6% | $150,045-60.2% | $142,382-58.0% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.3%+10.5pp | 80.1%+12.7pp |
| Annual return | 9.86% | 70.24%-60.4pp | 62.55%-52.7pp | 217.08%-207.2pp |
| Employer contribution / active EE | $2,256 | $4,961-54.5% | $4,693-51.9% | $4,299-47.5% |
| Participant deferral / active EE | $6,236 | $8,310-25.0% | $7,997-22.0% | $6,507-4.2% |
| Admin fee / account holder | $52,109 | $14,846+251.0% | $13,435+287.9% | $12,624+312.8% |