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 | $38,270 | $114,381-66.5% | $107,525-64.4% | $142,382-73.1% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.1%+6.7pp | 80.1%+1.7pp |
| Annual return | 9.05% | 242.71%-233.7pp | 181.32%-172.3pp | 217.08%-208.0pp |
| Employer contribution / active EE | $1,537 | $4,015-61.7% | $3,754-59.0% | $4,299-64.2% |
| Participant deferral / active EE | $3,305 | $5,564-40.6% | $5,116-35.4% | $6,507-49.2% |
| Admin fee / account holder | $3,490 | $9,860-64.6% | $8,919-60.9% | $12,624-72.4% |