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 | $96,309 | $202,318-52.4% | $172,739-44.2% | $152,861-37.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 1.55% | 1029.65%-1028.1pp | 802.84%-801.3pp | 345.32%-343.8pp |
| Employer contribution / active EE | $1,605 | $5,856-72.6% | $5,143-68.8% | $4,762-66.3% |
| Participant deferral / active EE | $5,053 | $5,948-15.0% | $5,198-2.8% | $5,850-13.6% |
| Admin fee / account holder | $1,614 | $17,109-90.6% | $13,954-88.4% | $11,596-86.1% |