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 8-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 | $12,380 | $104,974-88.2% | $95,585-87.0% | $142,382-91.3% |
| Participation rate | 71.4% | 75.0%-3.5pp | 72.1%-0.6pp | 80.1%-8.7pp |
| Annual return | 9.04% | 210.33%-201.3pp | 38.56%-29.5pp | 217.08%-208.0pp |
| Employer contribution / active EE | $0 | $2,779-100.0% | $2,527-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,227 | $4,352-48.8% | $4,023-44.6% | $6,507-65.8% |
| Admin fee / account holder | $8,769 | $6,386+37.3% | $6,127+43.1% | $12,624-30.5% |