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 | $40,530 | $202,318-80.0% | $172,739-76.5% | $152,861-73.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 4.14% | 1029.65%-1025.5pp | 802.84%-798.7pp | 345.32%-341.2pp |
| Employer contribution / active EE | $4,677 | $5,856-20.1% | $5,143-9.1% | $4,762-1.8% |
| Participant deferral / active EE | $4,391 | $5,948-26.2% | $5,198-15.5% | $5,850-24.9% |
| Admin fee / account holder | $71,292 | $17,109+316.7% | $13,954+410.9% | $11,596+514.8% |