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 | $13,081 | $70,756-81.5% | $65,493-80.0% | $142,382-90.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 8.87% | 1754.89%-1746.0pp | 982.45%-973.6pp | 217.08%-208.2pp |
| Employer contribution / active EE | $2,468 | $2,881-14.3% | $2,574-4.1% | $4,299-42.6% |
| Participant deferral / active EE | $6,929 | $4,637+49.4% | $3,961+74.9% | $6,507+6.5% |
| Admin fee / account holder | $22,176 | $6,559+238.1% | $5,028+341.0% | $12,624+75.7% |