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 6-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 | $59,696 | $148,534-59.8% | $135,903-56.1% | $139,434-57.2% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 9.63% | 79.19%-69.6pp | 68.23%-58.6pp | 372.94%-363.3pp |
| Employer contribution / active EE | $1,891 | $5,243-63.9% | $4,856-61.1% | $4,751-60.2% |
| Participant deferral / active EE | $6,606 | $8,100-18.4% | $7,758-14.9% | $6,710-1.6% |
| Admin fee / account holder | $3,226 | $12,400-74.0% | $10,762-70.0% | $11,403-71.7% |