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 | $82,858 | $209,832-60.5% | $189,513-56.3% | $167,490-50.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 8.85% | 748.27%-739.4pp | 555.15%-546.3pp | 478.56%-469.7pp |
| Employer contribution / active EE | $4,548 | $6,914-34.2% | $6,162-26.2% | $4,837-6.0% |
| Participant deferral / active EE | $9,877 | $8,935+10.5% | $8,221+20.1% | $6,341+55.8% |
| Admin fee / account holder | $3,519 | $14,293-75.4% | $12,045-70.8% | $12,309-71.4% |