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 | $63,034 | $183,519-65.7% | $155,509-59.5% | $145,922-56.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.01% | 61.17%-56.2pp | 64.67%-59.7pp | 561.29%-556.3pp |
| Employer contribution / active EE | $7,674 | $5,313+44.4% | $4,672+64.2% | $4,660+64.7% |
| Participant deferral / active EE | $5,125 | $6,462-20.7% | $5,626-8.9% | $6,688-23.4% |
| Admin fee / account holder | $335 | $19,313-98.3% | $15,912-97.9% | $13,397-97.5% |