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 | $63,142 | $109,982-42.6% | $97,226-35.1% | $145,922-56.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 5.69% | 242.90%-237.2pp | 75.13%-69.4pp | 561.29%-555.6pp |
| Employer contribution / active EE | $3,760 | $3,084+21.9% | $2,729+37.8% | $4,660-19.3% |
| Participant deferral / active EE | $12,229 | $4,676+161.5% | $4,264+186.8% | $6,688+82.9% |
| Admin fee / account holder | $497 | $6,221-92.0% | $5,654-91.2% | $13,397-96.3% |