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 9-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 | $95,388 | $148,534-35.8% | $135,903-29.8% | $139,434-31.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 4.93% | 79.19%-74.3pp | 68.23%-63.3pp | 372.94%-368.0pp |
| Employer contribution / active EE | $6,664 | $5,243+27.1% | $4,856+37.2% | $4,751+40.3% |
| Participant deferral / active EE | $7,499 | $8,100-7.4% | $7,758-3.3% | $6,710+11.8% |
| Admin fee / account holder | $925 | $12,400-92.5% | $10,762-91.4% | $11,403-91.9% |