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 | $87,335 | $226,064-61.4% | $182,532-52.2% | $152,861-42.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 4.61% | 192.51%-187.9pp | 148.54%-143.9pp | 345.32%-340.7pp |
| Employer contribution / active EE | $3,586 | $4,978-28.0% | $4,076-12.0% | $4,762-24.7% |
| Participant deferral / active EE | $4,481 | $6,368-29.6% | $5,524-18.9% | $5,850-23.4% |
| Admin fee / account holder | $3,173 | $10,703-70.4% | $8,592-63.1% | $11,596-72.6% |