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 | $85,758 | $111,535-23.1% | $105,223-18.5% | $137,256-37.5% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 2.78% | 237.85%-235.1pp | 180.65%-177.9pp | 220.34%-217.6pp |
| Employer contribution / active EE | $1,416 | $3,939-64.1% | $3,689-61.6% | $4,156-65.9% |
| Participant deferral / active EE | $11,191 | $5,500+103.5% | $5,072+120.7% | $6,407+74.7% |
| Admin fee / account holder | $9,033 | $9,721-7.1% | $8,859+2.0% | $12,270-26.4% |