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 | $51,411 | $150,187-65.8% | $120,354-57.3% | $145,922-64.8% |
| Participation rate | 83.3% | 78.8%+4.6pp | 71.9%+11.4pp | 80.3%+3.1pp |
| Annual return | 8.05% | 154.07%-146.0pp | 107.15%-99.1pp | 561.29%-553.2pp |
| Employer contribution / active EE | $3,209 | $4,348-26.2% | $3,463-7.3% | $4,660-31.1% |
| Participant deferral / active EE | $2,020 | $6,173-67.3% | $4,991-59.5% | $6,688-69.8% |
| Admin fee / account holder | $9,521 | $12,207-22.0% | $9,423+1.0% | $13,397-28.9% |