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 | $14,031 | $106,515-86.8% | $96,683-85.5% | $139,434-89.9% |
| Participation rate | 70.8% | 77.8%-7.0pp | 74.3%-3.5pp | 80.3%-9.5pp |
| Annual return | 10.53% | 38.43%-27.9pp | 35.69%-25.2pp | 372.94%-362.4pp |
| Employer contribution / active EE | $1,217 | $4,103-70.3% | $3,737-67.4% | $4,751-74.4% |
| Participant deferral / active EE | $1,879 | $5,454-65.5% | $4,878-61.5% | $6,710-72.0% |
| Admin fee / account holder | $361 | $7,877-95.4% | $6,730-94.6% | $11,403-96.8% |