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 | $55,365 | $88,751-37.6% | $81,812-32.3% | $145,922-62.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 8.03% | 1025.40%-1017.4pp | 773.79%-765.8pp | 561.29%-553.3pp |
| Employer contribution / active EE | $853 | $3,083-72.3% | $2,912-70.7% | $4,660-81.7% |
| Participant deferral / active EE | $3,718 | $4,643-19.9% | $4,319-13.9% | $6,688-44.4% |
| Admin fee / account holder | $362 | $8,415-95.7% | $7,386-95.1% | $13,397-97.3% |