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 | $96,367 | $214,378-55.0% | $200,582-52.0% | $142,382-32.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | -0.61% | 46.41%-47.0pp | 42.33%-42.9pp | 217.08%-217.7pp |
| Employer contribution / active EE | $2,725 | $6,841-60.2% | $6,419-57.5% | $4,299-36.6% |
| Participant deferral / active EE | $31,000 | $9,865+214.3% | $9,331+232.2% | $6,507+376.4% |
| Admin fee / account holder | $2,150 | $17,692-87.8% | $16,305-86.8% | $12,624-83.0% |