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 | $92,795 | $175,202-47.0% | $149,673-38.0% | $139,434-33.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 4.26% | 166.71%-162.4pp | 134.42%-130.2pp | 372.94%-368.7pp |
| Employer contribution / active EE | $9,112 | $5,474+66.4% | $4,818+89.1% | $4,751+91.8% |
| Participant deferral / active EE | $7,938 | $6,519+21.8% | $5,680+39.7% | $6,710+18.3% |
| Admin fee / account holder | $743 | $16,150-95.4% | $13,210-94.4% | $11,403-93.5% |