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 | $53,875 | $90,348-40.4% | $75,972-29.1% | $145,922-63.1% |
| Participation rate | 76.9% | 74.5%+2.5pp | 69.1%+7.9pp | 80.3%-3.4pp |
| Annual return | 6.43% | 620.88%-614.4pp | 359.55%-353.1pp | 561.29%-554.9pp |
| Employer contribution / active EE | $1,534 | $3,311-53.7% | $2,685-42.9% | $4,660-67.1% |
| Participant deferral / active EE | $2,212 | $5,162-57.1% | $4,255-48.0% | $6,688-66.9% |
| Admin fee / account holder | $3,629 | $8,467-57.1% | $6,467-43.9% | $13,397-72.9% |