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 7-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 | $91,115 | $209,411-56.5% | $178,490-49.0% | $158,922-42.7% |
| Participation rate | 93.3% | 86.3%+7.0pp | 81.9%+11.4pp | 82.0%+11.4pp |
| Annual return | 1.43% | 188.75%-187.3pp | 151.07%-149.6pp | 302.83%-301.4pp |
| Employer contribution / active EE | $2,456 | $5,706-57.0% | $5,011-51.0% | $4,761-48.4% |
| Participant deferral / active EE | $4,029 | $5,954-32.3% | $5,202-22.5% | $5,982-32.6% |
| Admin fee / account holder | $978 | $17,074-94.3% | $13,984-93.0% | $11,246-91.3% |