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 | $51,117 | $105,181-51.4% | $159,436-67.9% | $85,850-40.5% |
| Participation rate | 76.7% | 75.8%+1.0pp | 82.8%-6.1pp | 69.3%+7.4pp |
| Annual return | 8.78% | 45.07%-36.3pp | 263.57%-254.8pp | 318.53%-309.8pp |
| Employer contribution / active EE | $2,834 | $3,318-14.6% | $4,829-41.3% | $2,565+10.5% |
| Participant deferral / active EE | $6,541 | $5,945+10.0% | $7,352-11.0% | $3,952+65.5% |
| Admin fee / account holder | $4,084 | $6,933-41.1% | $10,799-62.2% | $6,260-34.8% |