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 8-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 | $85,582 | $209,411-59.1% | $178,490-52.1% | $158,922-46.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.14% | 188.75%-182.6pp | 151.07%-144.9pp | 302.83%-296.7pp |
| Employer contribution / active EE | $1,355 | $5,706-76.3% | $5,011-73.0% | $4,761-71.5% |
| Participant deferral / active EE | $5,574 | $5,954-6.4% | $5,202+7.2% | $5,982-6.8% |
| Admin fee / account holder | $25,000 | $17,074+46.4% | $13,984+78.8% | $11,246+122.3% |