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 | $49,704 | $148,534-66.5% | $135,903-63.4% | $139,434-64.4% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 7.76% | 79.19%-71.4pp | 68.23%-60.5pp | 372.94%-365.2pp |
| Employer contribution / active EE | $1,355 | $5,243-74.2% | $4,856-72.1% | $4,751-71.5% |
| Participant deferral / active EE | $2,893 | $8,100-64.3% | $7,758-62.7% | $6,710-56.9% |
| Admin fee / account holder | $1,710 | $12,400-86.2% | $10,762-84.1% | $11,403-85.0% |