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 | $47,366 | $150,187-68.5% | $120,354-60.6% | $145,922-67.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 7.97% | 154.07%-146.1pp | 107.15%-99.2pp | 561.29%-553.3pp |
| Employer contribution / active EE | $12,439 | $4,348+186.1% | $3,463+259.2% | $4,660+166.9% |
| Participant deferral / active EE | $2,179 | $6,173-64.7% | $4,991-56.3% | $6,688-67.4% |
| Admin fee / account holder | $1,235 | $12,207-89.9% | $9,423-86.9% | $13,397-90.8% |