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 | $35,816 | $124,425-71.2% | $112,040-68.0% | $137,256-73.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 9.00% | 24.72%-15.7pp | 24.52%-15.5pp | 220.34%-211.3pp |
| Employer contribution / active EE | $3,385 | $3,411-0.8% | $2,954+14.6% | $4,156-18.6% |
| Participant deferral / active EE | $5,548 | $5,718-3.0% | $5,098+8.8% | $6,407-13.4% |
| Admin fee / account holder | $76,419 | $15,207+402.5% | $12,098+531.7% | $12,270+522.8% |