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 | $58,350 | $210,648-72.3% | $177,989-67.2% | $145,922-60.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 3.27% | 385.86%-382.6pp | 294.48%-291.2pp | 561.29%-558.0pp |
| Employer contribution / active EE | $2,462 | $4,565-46.1% | $3,949-37.7% | $4,660-47.2% |
| Participant deferral / active EE | $7,362 | $6,958+5.8% | $6,276+17.3% | $6,688+10.1% |
| Admin fee / account holder | $451 | $12,013-96.2% | $10,363-95.7% | $13,397-96.6% |