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 | $36,545 | $154,117-76.3% | $129,995-71.9% | $139,434-73.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 6.87% | 32.48%-25.6pp | -137.18%+144.0pp | 372.94%-366.1pp |
| Employer contribution / active EE | $8,943 | $5,289+69.1% | $4,320+107.0% | $4,751+88.2% |
| Participant deferral / active EE | $5,104 | $6,710-23.9% | $5,820-12.3% | $6,710-23.9% |
| Admin fee / account holder | $24,071 | $14,007+71.9% | $10,614+126.8% | $11,403+111.1% |