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 | $27,085 | $74,888-63.8% | $71,209-62.0% | $142,382-81.0% |
| Participation rate | 92.3% | 76.2%+16.1pp | 73.8%+18.6pp | 80.1%+12.2pp |
| Annual return | 8.69% | 345.14%-336.5pp | 282.51%-273.8pp | 217.08%-208.4pp |
| Employer contribution / active EE | $831 | $2,854-70.9% | $2,721-69.5% | $4,299-80.7% |
| Participant deferral / active EE | $1,747 | $4,454-60.8% | $4,175-58.2% | $6,507-73.2% |
| Admin fee / account holder | $7,658 | $5,568+37.5% | $5,349+43.2% | $12,624-39.3% |