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 | $62,751 | $165,984-62.2% | $164,813-61.9% | $145,922-57.0% |
| Participation rate | 90.5% | 82.0%+8.5pp | 78.6%+11.9pp | 80.3%+10.2pp |
| Annual return | 8.49% | 100.03%-91.5pp | 69.93%-61.4pp | 561.29%-552.8pp |
| Employer contribution / active EE | $2,211 | $5,273-58.1% | $4,341-49.1% | $4,660-52.5% |
| Participant deferral / active EE | $5,004 | $6,959-28.1% | $6,031-17.0% | $6,688-25.2% |
| Admin fee / account holder | $6,029 | $16,648-63.8% | $12,690-52.5% | $13,397-55.0% |