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 | $44,886 | $88,710-49.4% | $81,783-45.1% | $145,959-69.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 4.69% | 1027.26%-1022.6pp | 775.05%-770.4pp | 561.95%-557.3pp |
| Employer contribution / active EE | $948 | $3,083-69.3% | $2,913-67.5% | $4,661-79.7% |
| Participant deferral / active EE | $9,739 | $4,645+109.7% | $4,320+125.4% | $6,689+45.6% |
| Admin fee / account holder | $16,496 | $8,407+96.2% | $7,380+123.5% | $13,398+23.1% |