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 | $98,227 | $197,591-50.3% | $177,821-44.8% | $158,922-38.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 6.61% | 58.76%-52.1pp | 48.32%-41.7pp | 302.83%-296.2pp |
| Employer contribution / active EE | $2,324 | $6,697-65.3% | $5,918-60.7% | $4,761-51.2% |
| Participant deferral / active EE | $4,597 | $8,405-45.3% | $7,714-40.4% | $5,982-23.2% |
| Admin fee / account holder | $87,688 | $15,399+469.4% | $12,427+605.6% | $11,246+679.7% |