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 | $63,815 | $176,056-63.8% | $159,436-60.0% | $167,490-61.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 4.68% | 331.75%-327.1pp | 263.57%-258.9pp | 478.56%-473.9pp |
| Employer contribution / active EE | $8,714 | $5,297+64.5% | $4,829+80.4% | $4,837+80.1% |
| Participant deferral / active EE | $7,889 | $7,750+1.8% | $7,352+7.3% | $6,341+24.4% |
| Admin fee / account holder | $1,725 | $12,554-86.3% | $10,799-84.0% | $12,309-86.0% |