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 | $58,932 | $159,934-63.2% | $147,005-59.9% | $145,959-59.6% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 8.79% | 98.24%-89.5pp | 418.76%-410.0pp | 561.95%-553.2pp |
| Employer contribution / active EE | $2,527 | $5,287-52.2% | $4,934-48.8% | $4,661-45.8% |
| Participant deferral / active EE | $7,115 | $8,427-15.6% | $8,070-11.8% | $6,689+6.4% |
| Admin fee / account holder | $19,888 | $15,053+32.1% | $13,006+52.9% | $13,398+48.4% |