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 | $71,415 | $102,966-30.6% | $90,281-20.9% | $152,861-53.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 4.05% | 95.16%-91.1pp | 78.10%-74.0pp | 345.32%-341.3pp |
| Employer contribution / active EE | $3,921 | $3,139+24.9% | $2,854+37.4% | $4,762-17.7% |
| Participant deferral / active EE | $6,909 | $4,281+61.4% | $3,885+77.8% | $5,850+18.1% |
| Admin fee / account holder | $5,194 | $6,171-15.8% | $5,351-2.9% | $11,596-55.2% |