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 6-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 | $73,900 | $177,572-58.4% | $154,803-52.3% | $142,382-48.1% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 8.42% | 65.07%-56.6pp | 58.88%-50.5pp | 217.08%-208.7pp |
| Employer contribution / active EE | $1,511 | $4,810-68.6% | $4,305-64.9% | $4,299-64.9% |
| Participant deferral / active EE | $2,375 | $6,272-62.1% | $5,540-57.1% | $6,507-63.5% |
| Admin fee / account holder | $10,132 | $16,786-39.6% | $14,329-29.3% | $12,624-19.7% |