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 | $61,628 | $176,812-65.1% | $146,665-58.0% | $167,490-63.2% |
| Participation rate | 94.7% | 83.6%+11.1pp | 80.1%+14.7pp | 82.1%+12.6pp |
| Annual return | 8.09% | 24.03%-15.9pp | 22.74%-14.7pp | 478.56%-470.5pp |
| Employer contribution / active EE | $2,931 | $5,160-43.2% | $4,136-29.1% | $4,837-39.4% |
| Participant deferral / active EE | $6,652 | $6,440+3.3% | $5,506+20.8% | $6,341+4.9% |
| Admin fee / account holder | $560 | $13,259-95.8% | $10,280-94.6% | $12,309-95.5% |