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 | $56,520 | $105,126-46.2% | $94,646-40.3% | $139,434-59.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 7.68% | 38.03%-30.4pp | 156.71%-149.0pp | 372.94%-365.3pp |
| Employer contribution / active EE | $8,000 | $4,106+94.9% | $3,672+117.9% | $4,751+68.4% |
| Participant deferral / active EE | $10,240 | $7,599+34.7% | $7,418+38.0% | $6,710+52.6% |
| Admin fee / account holder | $10,056 | $8,984+11.9% | $7,231+39.1% | $11,403-11.8% |