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 | $32,071 | $111,814-71.3% | $103,374-69.0% | $145,959-78.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.32% | 24.77%-17.5pp | 24.89%-17.6pp | 561.95%-554.6pp |
| Employer contribution / active EE | $4,258 | $4,214+1.0% | $3,869+10.0% | $4,661-8.6% |
| Participant deferral / active EE | $5,251 | $5,618-6.5% | $5,058+3.8% | $6,689-21.5% |
| Admin fee / account holder | $543 | $9,754-94.4% | $8,394-93.5% | $13,398-96.0% |