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 | $68,703 | $114,381-39.9% | $107,525-36.1% | $142,382-51.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 8.09% | 242.71%-234.6pp | 181.32%-173.2pp | 217.08%-209.0pp |
| Employer contribution / active EE | $1,232 | $4,015-69.3% | $3,754-67.2% | $4,299-71.4% |
| Participant deferral / active EE | $8,378 | $5,564+50.6% | $5,116+63.8% | $6,507+28.7% |
| Admin fee / account holder | $3,854 | $9,860-60.9% | $8,919-56.8% | $12,624-69.5% |