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 6-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 | $74,785 | $124,185-39.8% | $108,410-31.0% | $167,490-55.3% |
| Participation rate | 92.9% | 82.3%+10.6pp | 80.1%+12.7pp | 82.1%+10.8pp |
| Annual return | 9.27% | 1379.64%-1370.4pp | 905.27%-896.0pp | 478.56%-469.3pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $7,694 | $6,908+11.4% | $6,563+17.2% | $6,341+21.3% |
| Admin fee / account holder | $981 | $9,455-89.6% | $7,295-86.6% | $12,309-92.0% |