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 | $88,270 | $100,773-12.4% | $88,946-0.8% | $142,382-38.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 8.46% | 70.18%-61.7pp | 57.82%-49.4pp | 217.08%-208.6pp |
| Employer contribution / active EE | $4,979 | $2,918+70.6% | $2,555+94.9% | $4,299+15.8% |
| Participant deferral / active EE | $6,208 | $5,230+18.7% | $4,581+35.5% | $6,507-4.6% |
| Admin fee / account holder | $25,909 | $9,693+167.3% | $8,261+213.6% | $12,624+105.2% |