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 | $101,245 | $209,832-51.7% | $189,513-46.6% | $167,490-39.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 9.03% | 748.27%-739.2pp | 555.15%-546.1pp | 478.56%-469.5pp |
| Employer contribution / active EE | $16,013 | $6,914+131.6% | $6,162+159.9% | $4,837+231.0% |
| Participant deferral / active EE | $15,000 | $8,935+67.9% | $8,221+82.5% | $6,341+136.5% |
| Admin fee / account holder | $1,048 | $14,293-92.7% | $12,045-91.3% | $12,309-91.5% |