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 | $35,093 | $165,335-78.8% | $149,696-76.6% | $158,922-77.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 2.68% | 348.15%-345.5pp | 276.60%-273.9pp | 302.83%-300.1pp |
| Employer contribution / active EE | $1,394 | $5,103-72.7% | $4,644-70.0% | $4,761-70.7% |
| Participant deferral / active EE | $5,006 | $7,181-30.3% | $6,842-26.8% | $5,982-16.3% |
| Admin fee / account holder | $323 | $10,807-97.0% | $9,309-96.5% | $11,246-97.1% |