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 7-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 | $43,649 | $183,519-76.2% | $155,509-71.9% | $145,922-70.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.42% | 61.17%-52.7pp | 64.67%-56.2pp | 561.29%-552.9pp |
| Employer contribution / active EE | $2,989 | $5,313-43.7% | $4,672-36.0% | $4,660-35.8% |
| Participant deferral / active EE | $7,290 | $6,462+12.8% | $5,626+29.6% | $6,688+9.0% |
| Admin fee / account holder | $5,216 | $19,313-73.0% | $15,912-67.2% | $13,397-61.1% |