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 9-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 | $50,920 | $70,756-28.0% | $65,493-22.3% | $142,382-64.2% |
| Participation rate | 87.5% | 77.4%+10.1pp | 73.1%+14.4pp | 80.1%+7.4pp |
| Annual return | 9.85% | 1754.89%-1745.0pp | 982.45%-972.6pp | 217.08%-207.2pp |
| Employer contribution / active EE | $1,199 | $2,881-58.4% | $2,574-53.4% | $4,299-72.1% |
| Participant deferral / active EE | $9,812 | $4,637+111.6% | $3,961+147.7% | $6,507+50.8% |
| Admin fee / account holder | $4,416 | $6,559-32.7% | $5,028-12.2% | $12,624-65.0% |