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 | $61,486 | $72,071-14.7% | $68,368-10.1% | $137,256-55.2% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.0%-8.5pp |
| Annual return | 9.73% | 353.14%-343.4pp | 292.57%-282.8pp | 220.34%-210.6pp |
| Employer contribution / active EE | $1,160 | $2,788-58.4% | $2,649-56.2% | $4,156-72.1% |
| Participant deferral / active EE | $2,284 | $4,410-48.2% | $4,123-44.6% | $6,407-64.4% |
| Admin fee / account holder | $31,804 | $5,336+496.1% | $5,150+517.6% | $12,270+159.2% |