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 | $85,512 | $155,788-45.1% | $124,672-31.4% | $167,490-48.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 5.05% | 17.97%-12.9pp | 5142.93%-5137.9pp | 478.56%-473.5pp |
| Employer contribution / active EE | $5,895 | $4,163+41.6% | $3,324+77.4% | $4,837+21.9% |
| Participant deferral / active EE | $7,250 | $5,673+27.8% | $4,614+57.1% | $6,341+14.3% |
| Admin fee / account holder | $20,571 | $9,531+115.8% | $7,493+174.5% | $12,309+67.1% |