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 | $85,638 | $157,256-45.5% | $141,162-39.3% | $152,861-44.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 12.86% | 64.32%-51.5pp | 71.39%-58.5pp | 345.32%-332.5pp |
| Employer contribution / active EE | $18,667 | $5,261+254.8% | $4,735+294.2% | $4,762+292.0% |
| Participant deferral / active EE | $23,000 | $7,109+223.5% | $6,709+242.8% | $5,850+293.2% |
| Admin fee / account holder | $1,112 | $12,120-90.8% | $10,261-89.2% | $11,596-90.4% |