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 9-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 | $37,912 | $118,680-68.1% | $98,907-61.7% | $158,922-76.1% |
| Participation rate | 83.3% | 77.8%+5.5pp | 76.0%+7.3pp | 82.0%+1.4pp |
| Annual return | 2.38% | 372.35%-370.0pp | 196.43%-194.1pp | 302.83%-300.4pp |
| Employer contribution / active EE | $3,773 | $3,333+13.2% | $2,689+40.3% | $4,761-20.8% |
| Participant deferral / active EE | $4,657 | $5,088-8.5% | $4,244+9.7% | $5,982-22.2% |
| Admin fee / account holder | $5,242 | $10,131-48.3% | $6,642-21.1% | $11,246-53.4% |