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 | $43,100 | $157,256-72.6% | $141,162-69.5% | $152,861-71.8% |
| Participation rate | 76.9% | 84.8%-7.9pp | 82.5%-5.5pp | 82.4%-5.5pp |
| Annual return | 7.14% | 64.32%-57.2pp | 71.39%-64.2pp | 345.32%-338.2pp |
| Employer contribution / active EE | $1,159 | $5,261-78.0% | $4,735-75.5% | $4,762-75.7% |
| Participant deferral / active EE | $2,977 | $7,109-58.1% | $6,709-55.6% | $5,850-49.1% |
| Admin fee / account holder | $587 | $12,120-95.2% | $10,261-94.3% | $11,596-94.9% |