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 3-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 | $9,533 | $72,071-86.8% | $68,368-86.1% | $137,256-93.1% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 12.71% | 353.14%-340.4pp | 292.57%-279.9pp | 220.34%-207.6pp |
| Employer contribution / active EE | $2,619 | $2,788-6.1% | $2,649-1.1% | $4,156-37.0% |
| Participant deferral / active EE | $3,969 | $4,410-10.0% | $4,123-3.7% | $6,407-38.1% |
| Admin fee / account holder | $3,318 | $5,336-37.8% | $5,150-35.6% | $12,270-73.0% |