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 | $56,312 | $98,750-43.0% | $149,696-62.4% | $79,858-29.5% |
| Participation rate | 93.4% | 75.8%+17.6pp | 82.5%+10.9pp | 69.6%+23.8pp |
| Annual return | 2.00% | 27.43%-25.4pp | 276.60%-274.6pp | 31.71%-29.7pp |
| Employer contribution / active EE | $2,810 | $3,216-12.7% | $4,644-39.5% | $2,471+13.7% |
| Participant deferral / active EE | $0 | $5,680-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $11,104 | $6,053+83.5% | $9,309+19.3% | $5,306+109.3% |