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 | $65,986 | $74,888-11.9% | $71,209-7.3% | $142,382-53.7% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 10.31% | 345.14%-334.8pp | 282.51%-272.2pp | 217.08%-206.8pp |
| Employer contribution / active EE | $3,571 | $2,854+25.1% | $2,721+31.3% | $4,299-16.9% |
| Participant deferral / active EE | $4,054 | $4,454-9.0% | $4,175-2.9% | $6,507-37.7% |
| Admin fee / account holder | $54,802 | $5,568+884.2% | $5,349+924.6% | $12,624+334.1% |