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 | $59,488 | $114,381-48.0% | $107,525-44.7% | $142,382-58.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 4.92% | 242.71%-237.8pp | 181.32%-176.4pp | 217.08%-212.2pp |
| Employer contribution / active EE | $3,055 | $4,015-23.9% | $3,754-18.6% | $4,299-28.9% |
| Participant deferral / active EE | $4,078 | $5,564-26.7% | $5,116-20.3% | $6,507-37.3% |
| Admin fee / account holder | $782 | $9,860-92.1% | $8,919-91.2% | $12,624-93.8% |