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 7-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 | $70,119 | $183,963-61.9% | $162,163-56.8% | $152,861-54.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 6.19% | 150.76%-144.6pp | 115.59%-109.4pp | 345.32%-339.1pp |
| Employer contribution / active EE | $20,373 | $6,371+219.8% | $5,614+262.9% | $4,762+327.8% |
| Participant deferral / active EE | $13,471 | $8,034+67.7% | $7,298+84.6% | $5,850+130.3% |
| Admin fee / account holder | $32,275 | $13,121+146.0% | $10,843+197.7% | $11,596+178.3% |