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 | $47,933 | $209,832-77.2% | $189,513-74.7% | $167,490-71.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 8.67% | 748.27%-739.6pp | 555.15%-546.5pp | 478.56%-469.9pp |
| Employer contribution / active EE | $3,155 | $6,914-54.4% | $6,162-48.8% | $4,837-34.8% |
| Participant deferral / active EE | $6,990 | $8,935-21.8% | $8,221-15.0% | $6,341+10.2% |
| Admin fee / account holder | $67,876 | $14,293+374.9% | $12,045+463.5% | $12,309+451.4% |