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 7-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 | $37,389 | $197,591-81.1% | $177,821-79.0% | $158,922-76.5% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.7%+2.3pp | 82.0%+8.0pp |
| Annual return | 4.68% | 58.76%-54.1pp | 48.32%-43.6pp | 302.83%-298.1pp |
| Employer contribution / active EE | $3,683 | $6,697-45.0% | $5,918-37.8% | $4,761-22.6% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,982-100.0% |
| Admin fee / account holder | $2,301 | $15,399-85.1% | $12,427-81.5% | $11,246-79.5% |