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 | $30,208 | $111,535-72.9% | $105,223-71.3% | $137,256-78.0% |
| Participation rate | 92.3% | 78.1%+14.2pp | 75.0%+17.3pp | 80.0%+12.3pp |
| Annual return | 9.82% | 237.85%-228.0pp | 180.65%-170.8pp | 220.34%-210.5pp |
| Employer contribution / active EE | $2,574 | $3,939-34.7% | $3,689-30.2% | $4,156-38.1% |
| Participant deferral / active EE | $2,637 | $5,500-52.0% | $5,072-48.0% | $6,407-58.8% |
| Admin fee / account holder | $7,226 | $9,721-25.7% | $8,859-18.4% | $12,270-41.1% |