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 9-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 | $51,486 | $111,754-53.9% | $103,333-50.2% | $145,922-64.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.23% | 24.77%-16.5pp | 24.88%-16.6pp | 561.29%-553.1pp |
| Employer contribution / active EE | $2,205 | $4,212-47.7% | $3,868-43.0% | $4,660-52.7% |
| Participant deferral / active EE | $5,051 | $5,619-10.1% | $5,057-0.1% | $6,688-24.5% |
| Admin fee / account holder | $777 | $9,750-92.0% | $8,355-90.7% | $13,397-94.2% |