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 9-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 | $52,545 | $96,635-45.6% | $86,612-39.3% | $139,434-62.3% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 9.80% | 106.41%-96.6pp | 591.07%-581.3pp | 372.94%-363.1pp |
| Employer contribution / active EE | $6,198 | $3,263+89.9% | $3,022+105.0% | $4,751+30.5% |
| Participant deferral / active EE | $1,050 | $4,836-78.3% | $4,438-76.3% | $6,710-84.4% |
| Admin fee / account holder | $3,606 | $6,408-43.7% | $5,614-35.8% | $11,403-68.4% |