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 8-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 | $37,262 | $106,890-65.1% | $84,015-55.6% | $152,861-75.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 7.13% | 104.99%-97.9pp | 71.31%-64.2pp | 345.32%-338.2pp |
| Employer contribution / active EE | $2,131 | $2,734-22.1% | $1,983+7.4% | $4,762-55.3% |
| Participant deferral / active EE | $8,333 | $4,011+107.7% | $3,239+157.3% | $5,850+42.4% |
| Admin fee / account holder | $553 | $8,285-93.3% | $6,101-90.9% | $11,596-95.2% |