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 6-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 | $55,876 | $154,228-63.8% | $145,433-61.6% | $137,256-59.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.85% | 74.59%-62.7pp | 66.58%-54.7pp | 220.34%-208.5pp |
| Employer contribution / active EE | $6,133 | $4,804+27.7% | $4,554+34.7% | $4,156+47.6% |
| Participant deferral / active EE | $7,498 | $8,216-8.7% | $7,897-5.1% | $6,407+17.0% |
| Admin fee / account holder | $5,335 | $14,344-62.8% | $13,129-59.4% | $12,270-56.5% |