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 6-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 | $67,670 | $214,378-68.4% | $200,582-66.3% | $142,382-52.5% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 11.30% | 46.41%-35.1pp | 42.33%-31.0pp | 217.08%-205.8pp |
| Employer contribution / active EE | $6,553 | $6,841-4.2% | $6,419+2.1% | $4,299+52.4% |
| Participant deferral / active EE | $6,348 | $9,865-35.7% | $9,331-32.0% | $6,507-2.5% |
| Admin fee / account holder | $498 | $17,692-97.2% | $16,305-96.9% | $12,624-96.1% |