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 4-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 | $79,432 | $159,901-50.3% | $146,958-45.9% | $145,922-45.6% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 9.63% | 98.13%-88.5pp | 418.34%-408.7pp | 561.29%-551.7pp |
| Employer contribution / active EE | $9,650 | $5,286+82.6% | $4,933+95.6% | $4,660+107.1% |
| Participant deferral / active EE | $6,614 | $8,428-21.5% | $8,070-18.0% | $6,688-1.1% |
| Admin fee / account holder | $8,821 | $15,044-41.4% | $12,998-32.1% | $13,397-34.2% |