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 5-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 | $66,271 | $114,381-42.1% | $107,525-38.4% | $142,382-53.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 6.42% | 242.71%-236.3pp | 181.32%-174.9pp | 217.08%-210.7pp |
| Employer contribution / active EE | $6,288 | $4,015+56.6% | $3,754+67.5% | $4,299+46.3% |
| Participant deferral / active EE | $9,632 | $5,564+73.1% | $5,116+88.3% | $6,507+48.0% |
| Admin fee / account holder | $5,386 | $9,860-45.4% | $8,919-39.6% | $12,624-57.3% |