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 | $30,149 | $100,773-70.1% | $88,946-66.1% | $142,382-78.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 6.58% | 70.18%-63.6pp | 57.82%-51.2pp | 217.08%-210.5pp |
| Employer contribution / active EE | $8,707 | $2,918+198.4% | $2,555+240.8% | $4,299+102.5% |
| Participant deferral / active EE | $14,033 | $5,230+168.3% | $4,581+206.3% | $6,507+115.7% |
| Admin fee / account holder | $72,797 | $9,693+651.0% | $8,261+781.2% | $12,624+476.7% |