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 4-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 | $86,213 | $48,795+76.7% | $65,493+31.6% | $84,808+1.7% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 11.36% | 20.20%-8.8pp | 982.45%-971.1pp | 40.90%-29.5pp |
| Employer contribution / active EE | $5,033 | $1,930+160.8% | $2,574+95.5% | $2,631+91.3% |
| Participant deferral / active EE | $3,200 | $2,928+9.3% | $3,961-19.2% | $4,212-24.0% |
| Admin fee / account holder | $4,845 | $3,877+25.0% | $5,028-3.6% | $7,344-34.0% |