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 | $44,474 | $105,998-58.0% | $92,233-51.8% | $147,584-69.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 5.89% | 50.05%-44.2pp | 176.28%-170.4pp | 578.55%-572.7pp |
| Employer contribution / active EE | $18,413 | $4,333+324.9% | $3,679+400.4% | $4,876+277.6% |
| Participant deferral / active EE | $10,291 | $4,478+129.8% | $3,897+164.1% | $5,439+89.2% |
| Admin fee / account holder | $2,841 | $6,332-55.1% | $5,194-45.3% | $10,885-73.9% |