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 10-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 | $81,172 | $99,020-18.0% | $86,590-6.3% | $147,584-45.0% |
| Participation rate | 84.6% | 76.3%+8.3pp | 73.5%+11.1pp | 82.8%+1.8pp |
| Annual return | 7.69% | 1312.34%-1304.6pp | 964.84%-957.2pp | 578.55%-570.9pp |
| Employer contribution / active EE | $269 | $3,132-91.4% | $2,839-90.5% | $4,876-94.5% |
| Participant deferral / active EE | $1,816 | $3,972-54.3% | $3,609-49.7% | $5,439-66.6% |
| Admin fee / account holder | $1,338 | $5,710-76.6% | $4,906-72.7% | $10,885-87.7% |