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 | $67,497 | $183,519-63.2% | $155,509-56.6% | $145,922-53.7% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 8.45% | 61.17%-52.7pp | 64.67%-56.2pp | 561.29%-552.8pp |
| Employer contribution / active EE | $3,008 | $5,313-43.4% | $4,672-35.6% | $4,660-35.4% |
| Participant deferral / active EE | $7,803 | $6,462+20.7% | $5,626+38.7% | $6,688+16.7% |
| Admin fee / account holder | $10,413 | $19,313-46.1% | $15,912-34.6% | $13,397-22.3% |