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 | $26,338 | $104,664-74.8% | $85,682-69.3% | $167,490-84.3% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.9%+5.1pp | 82.1%-7.1pp |
| Annual return | 7.51% | 21.45%-13.9pp | 21.49%-14.0pp | 478.56%-471.1pp |
| Employer contribution / active EE | $1,273 | $3,337-61.9% | $2,618-51.4% | $4,837-73.7% |
| Participant deferral / active EE | $5,005 | $4,824+3.8% | $3,923+27.6% | $6,341-21.1% |
| Admin fee / account holder | $2,555 | $10,032-74.5% | $6,873-62.8% | $12,309-79.2% |