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 | $60,097 | $175,202-65.7% | $149,673-59.8% | $139,434-56.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 6.13% | 166.71%-160.6pp | 134.42%-128.3pp | 372.94%-366.8pp |
| Employer contribution / active EE | $1,811 | $5,474-66.9% | $4,818-62.4% | $4,751-61.9% |
| Participant deferral / active EE | $6,824 | $6,519+4.7% | $5,680+20.1% | $6,710+1.7% |
| Admin fee / account holder | $517 | $16,150-96.8% | $13,210-96.1% | $11,403-95.5% |