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 | $69,628 | $124,319-44.0% | $111,297-37.4% | $167,490-58.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 6.11% | 37.44%-31.3pp | 54.65%-48.5pp | 478.56%-472.4pp |
| Employer contribution / active EE | $5,000 | $3,435+45.5% | $2,731+83.1% | $4,837+3.4% |
| Participant deferral / active EE | $2,334 | $5,180-54.9% | $4,487-48.0% | $6,341-63.2% |
| Admin fee / account holder | $2,002 | $10,618-81.1% | $7,964-74.9% | $12,309-83.7% |