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 | $95,376 | $209,832-54.5% | $189,513-49.7% | $167,490-43.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 5.21% | 748.27%-743.1pp | 555.15%-549.9pp | 478.56%-473.3pp |
| Employer contribution / active EE | $3,200 | $6,914-53.7% | $6,162-48.1% | $4,837-33.9% |
| Participant deferral / active EE | $14,021 | $8,935+56.9% | $8,221+70.5% | $6,341+121.1% |
| Admin fee / account holder | $96,686 | $14,293+576.4% | $12,045+702.7% | $12,309+685.5% |