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 | $70,309 | $102,317-31.3% | $146,958-52.2% | $80,856-13.0% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.2%+14.0pp | 67.6%+28.6pp |
| Annual return | 10.37% | 134.76%-124.4pp | 418.34%-408.0pp | 35.59%-25.2pp |
| Employer contribution / active EE | $4,773 | $3,713+28.5% | $4,933-3.2% | $2,755+73.3% |
| Participant deferral / active EE | $9,959 | $6,644+49.9% | $8,070+23.4% | $4,296+131.8% |
| Admin fee / account holder | $2,487 | $7,941-68.7% | $12,998-80.9% | $6,918-64.0% |