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 | $61,060 | $105,126-41.9% | $94,646-35.5% | $139,434-56.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 7.78% | 38.03%-30.2pp | 156.71%-148.9pp | 372.94%-365.2pp |
| Employer contribution / active EE | $2,065 | $4,106-49.7% | $3,672-43.8% | $4,751-56.5% |
| Participant deferral / active EE | $4,594 | $7,599-39.5% | $7,418-38.1% | $6,710-31.5% |
| Admin fee / account holder | $3,523 | $8,984-60.8% | $7,231-51.3% | $11,403-69.1% |