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 | $53,291 | $24,730+115.5% | $66,042-19.3% | $84,808-37.2% |
| Participation rate | 84.0% | 68.1%+15.9pp | 67.5%+16.5pp | 68.3%+15.7pp |
| Annual return | 13.34% | 79.55%-66.2pp | 52.11%-38.8pp | 40.90%-27.6pp |
| Employer contribution / active EE | $4,667 | $857+444.8% | $1,579+195.5% | $2,631+77.4% |
| Participant deferral / active EE | $6,265 | $1,737+260.7% | $2,835+121.0% | $4,212+48.8% |
| Admin fee / account holder | $42,682 | $3,014+1316.2% | $5,747+642.7% | $7,344+481.2% |