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 | $18,139 | $74,888-75.8% | $71,209-74.5% | $142,382-87.3% |
| Participation rate | 81.0% | 76.2%+4.7pp | 73.8%+7.2pp | 80.1%+0.8pp |
| Annual return | 12.60% | 345.14%-332.5pp | 282.51%-269.9pp | 217.08%-204.5pp |
| Employer contribution / active EE | $2,193 | $2,854-23.2% | $2,721-19.4% | $4,299-49.0% |
| Participant deferral / active EE | $3,075 | $4,454-31.0% | $4,175-26.4% | $6,507-52.7% |
| Admin fee / account holder | $1,602 | $5,568-71.2% | $5,349-70.0% | $12,624-87.3% |