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 8-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 | $51,124 | $114,381-55.3% | $107,525-52.5% | $142,382-64.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 6.06% | 242.71%-236.6pp | 181.32%-175.3pp | 217.08%-211.0pp |
| Employer contribution / active EE | $1,238 | $4,015-69.2% | $3,754-67.0% | $4,299-71.2% |
| Participant deferral / active EE | $2,369 | $5,564-57.4% | $5,116-53.7% | $6,507-63.6% |
| Admin fee / account holder | $671 | $9,860-93.2% | $8,919-92.5% | $12,624-94.7% |