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 | $74,942 | $176,812-57.6% | $146,665-48.9% | $167,490-55.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 8.52% | 24.03%-15.5pp | 22.74%-14.2pp | 478.56%-470.0pp |
| Employer contribution / active EE | $2,577 | $5,160-50.1% | $4,136-37.7% | $4,837-46.7% |
| Participant deferral / active EE | $6,940 | $6,440+7.8% | $5,506+26.1% | $6,341+9.4% |
| Admin fee / account holder | $4,192 | $13,259-68.4% | $10,280-59.2% | $12,309-65.9% |