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 | $73,035 | $112,729-35.2% | $98,716-26.0% | $137,256-46.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 9.42% | 38.48%-29.1pp | 31.81%-22.4pp | 220.34%-210.9pp |
| Employer contribution / active EE | $1,040 | $2,725-61.9% | $2,279-54.4% | $4,156-75.0% |
| Participant deferral / active EE | $2,700 | $4,640-41.8% | $4,048-33.3% | $6,407-57.9% |
| Admin fee / account holder | $1,829 | $10,129-81.9% | $8,703-79.0% | $12,270-85.1% |