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 8-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 | $69,597 | $72,071-3.4% | $68,368+1.8% | $137,256-49.3% |
| Participation rate | 77.8% | 76.2%+1.5pp | 73.8%+4.0pp | 80.0%-2.2pp |
| Annual return | 12.25% | 353.14%-340.9pp | 292.57%-280.3pp | 220.34%-208.1pp |
| Employer contribution / active EE | $1,213 | $2,788-56.5% | $2,649-54.2% | $4,156-70.8% |
| Participant deferral / active EE | $3,156 | $4,410-28.4% | $4,123-23.5% | $6,407-50.7% |
| Admin fee / account holder | $3,949 | $5,336-26.0% | $5,150-23.3% | $12,270-67.8% |