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 | $50,920 | $68,097-25.2% | $62,929-19.1% | $137,256-62.9% |
| Participation rate | 87.5% | 77.4%+10.1pp | 73.1%+14.4pp | 80.0%+7.5pp |
| Annual return | 9.85% | 1859.11%-1849.3pp | 1063.93%-1054.1pp | 220.34%-210.5pp |
| Employer contribution / active EE | $1,199 | $2,811-57.4% | $2,505-52.1% | $4,156-71.2% |
| Participant deferral / active EE | $9,812 | $4,553+115.5% | $3,888+152.4% | $6,407+53.2% |
| Admin fee / account holder | $4,416 | $6,521-32.3% | $5,065-12.8% | $12,270-64.0% |