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 | $55,765 | $157,256-64.5% | $141,162-60.5% | $152,861-63.5% |
| Participation rate | 94.1% | 84.8%+9.3pp | 82.5%+11.6pp | 82.4%+11.7pp |
| Annual return | 3.07% | 64.32%-61.2pp | 71.39%-68.3pp | 345.32%-342.2pp |
| Employer contribution / active EE | $2,057 | $5,261-60.9% | $4,735-56.6% | $4,762-56.8% |
| Participant deferral / active EE | $9,752 | $7,109+37.2% | $6,709+45.4% | $5,850+66.7% |
| Admin fee / account holder | $10,201 | $12,120-15.8% | $10,261-0.6% | $11,596-12.0% |