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 | $54,882 | $150,187-63.5% | $120,354-54.4% | $145,922-62.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 6.78% | 154.07%-147.3pp | 107.15%-100.4pp | 561.29%-554.5pp |
| Employer contribution / active EE | $6,529 | $4,348+50.2% | $3,463+88.6% | $4,660+40.1% |
| Participant deferral / active EE | $8,000 | $6,173+29.6% | $4,991+60.3% | $6,688+19.6% |
| Admin fee / account holder | $674 | $12,207-94.5% | $9,423-92.8% | $13,397-95.0% |