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 9-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 | $77,084 | $102,966-25.1% | $90,281-14.6% | $152,861-49.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 7.12% | 95.16%-88.0pp | 78.10%-71.0pp | 345.32%-338.2pp |
| Employer contribution / active EE | $2,964 | $3,139-5.6% | $2,854+3.8% | $4,762-37.8% |
| Participant deferral / active EE | $12,446 | $4,281+190.7% | $3,885+220.3% | $5,850+112.7% |
| Admin fee / account holder | $2,168 | $6,171-64.9% | $5,351-59.5% | $11,596-81.3% |