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 | $30,227 | $159,602-81.1% | $150,045-79.9% | $142,382-78.8% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.3%+10.5pp | 80.1%+12.7pp |
| Annual return | 10.63% | 70.24%-59.6pp | 62.55%-51.9pp | 217.08%-206.4pp |
| Employer contribution / active EE | $3,278 | $4,961-33.9% | $4,693-30.1% | $4,299-23.7% |
| Participant deferral / active EE | $6,826 | $8,310-17.9% | $7,997-14.6% | $6,507+4.9% |
| Admin fee / account holder | $1,313 | $14,846-91.2% | $13,435-90.2% | $12,624-89.6% |