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 | $79,855 | $175,202-54.4% | $149,673-46.6% | $139,434-42.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.07% | 166.71%-158.6pp | 134.42%-126.3pp | 372.94%-364.9pp |
| Employer contribution / active EE | $1,702 | $5,474-68.9% | $4,818-64.7% | $4,751-64.2% |
| Participant deferral / active EE | $3,412 | $6,519-47.7% | $5,680-39.9% | $6,710-49.2% |
| Admin fee / account holder | $38,694 | $16,150+139.6% | $13,210+192.9% | $11,403+239.3% |