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 | $42,414 | $58,208-27.1% | $81,812-48.2% | $80,856-47.5% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 8.34% | 41.66%-33.3pp | 773.79%-765.5pp | 35.59%-27.3pp |
| Employer contribution / active EE | $4,807 | $2,340+105.4% | $2,912+65.1% | $2,755+74.5% |
| Participant deferral / active EE | $6,835 | $3,281+108.3% | $4,319+58.3% | $4,296+59.1% |
| Admin fee / account holder | $500 | $4,981-90.0% | $7,386-93.2% | $6,918-92.8% |