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 | $13,210 | $100,773-86.9% | $88,946-85.1% | $142,382-90.7% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 6.66% | 70.18%-63.5pp | 57.82%-51.2pp | 217.08%-210.4pp |
| Employer contribution / active EE | $2,364 | $2,918-19.0% | $2,555-7.5% | $4,299-45.0% |
| Participant deferral / active EE | $2,535 | $5,230-51.5% | $4,581-44.7% | $6,507-61.0% |
| Admin fee / account holder | $9,244 | $9,693-4.6% | $8,261+11.9% | $12,624-26.8% |