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 6-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 | $59,705 | $72,071-17.2% | $68,368-12.7% | $137,256-56.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 10.73% | 353.14%-342.4pp | 292.57%-281.8pp | 220.34%-209.6pp |
| Employer contribution / active EE | $1,749 | $2,788-37.3% | $2,649-34.0% | $4,156-57.9% |
| Participant deferral / active EE | $3,265 | $4,410-26.0% | $4,123-20.8% | $6,407-49.0% |
| Admin fee / account holder | $1,249 | $5,336-76.6% | $5,150-75.8% | $12,270-89.8% |