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 | $29,888 | $150,187-80.1% | $120,354-75.2% | $145,922-79.5% |
| Participation rate | 85.7% | 78.8%+7.0pp | 71.9%+13.8pp | 80.3%+5.4pp |
| Annual return | 7.28% | 154.07%-146.8pp | 107.15%-99.9pp | 561.29%-554.0pp |
| Employer contribution / active EE | $2,517 | $4,348-42.1% | $3,463-27.3% | $4,660-46.0% |
| Participant deferral / active EE | $2,517 | $6,173-59.2% | $4,991-49.6% | $6,688-62.4% |
| Admin fee / account holder | $828 | $12,207-93.2% | $9,423-91.2% | $13,397-93.8% |