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 8-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 | $56,025 | $74,888-25.2% | $71,209-21.3% | $142,382-60.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 6.90% | 345.14%-338.2pp | 282.51%-275.6pp | 217.08%-210.2pp |
| Employer contribution / active EE | $2,037 | $2,854-28.6% | $2,721-25.1% | $4,299-52.6% |
| Participant deferral / active EE | $9,311 | $4,454+109.0% | $4,175+123.0% | $6,507+43.1% |
| Admin fee / account holder | $4,004 | $5,568-28.1% | $5,349-25.1% | $12,624-68.3% |