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 | $66,490 | $176,812-62.4% | $146,665-54.7% | $167,490-60.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 6.20% | 24.03%-17.8pp | 22.74%-16.5pp | 478.56%-472.4pp |
| Employer contribution / active EE | $4,814 | $5,160-6.7% | $4,136+16.4% | $4,837-0.5% |
| Participant deferral / active EE | $5,200 | $6,440-19.3% | $5,506-5.6% | $6,341-18.0% |
| Admin fee / account holder | $431 | $13,259-96.7% | $10,280-95.8% | $12,309-96.5% |