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 | $57,647 | $171,865-66.5% | $149,718-61.5% | $147,584-60.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 8.25% | 2113.22%-2105.0pp | 1501.63%-1493.4pp | 578.55%-570.3pp |
| Employer contribution / active EE | $14,043 | $6,275+123.8% | $5,445+157.9% | $4,876+188.0% |
| Participant deferral / active EE | $5,775 | $7,271-20.6% | $6,569-12.1% | $5,439+6.2% |
| Admin fee / account holder | $95,025 | $13,799+588.6% | $11,283+742.2% | $10,885+773.0% |