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 | $68,044 | $100,773-32.5% | $88,946-23.5% | $142,382-52.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 9.79% | 70.18%-60.4pp | 57.82%-48.0pp | 217.08%-207.3pp |
| Employer contribution / active EE | $1,419 | $2,918-51.4% | $2,555-44.5% | $4,299-67.0% |
| Participant deferral / active EE | $1,774 | $5,230-66.1% | $4,581-61.3% | $6,507-72.7% |
| Admin fee / account holder | $1,112 | $9,693-88.5% | $8,261-86.5% | $12,624-91.2% |