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 10-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 | $72,718 | $110,257-34.0% | $96,544-24.7% | $139,434-47.8% |
| Participation rate | 90.9% | 78.1%+12.8pp | 76.0%+14.9pp | 80.3%+10.6pp |
| Annual return | 5.19% | 26.32%-21.1pp | 25.84%-20.7pp | 372.94%-367.8pp |
| Employer contribution / active EE | $4,372 | $3,620+20.8% | $2,965+47.4% | $4,751-8.0% |
| Participant deferral / active EE | $1,771 | $5,548-68.1% | $4,851-63.5% | $6,710-73.6% |
| Admin fee / account holder | $150,151 | $11,591+1195.4% | $8,252+1719.5% | $11,403+1216.8% |