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 | $69,893 | $159,901-56.3% | $146,958-52.4% | $145,922-52.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 3.83% | 98.13%-94.3pp | 418.34%-414.5pp | 561.29%-557.5pp |
| Employer contribution / active EE | $1,714 | $5,286-67.6% | $4,933-65.2% | $4,660-63.2% |
| Participant deferral / active EE | $16,356 | $8,428+94.1% | $8,070+102.7% | $6,688+144.6% |
| Admin fee / account holder | $336 | $15,044-97.8% | $12,998-97.4% | $13,397-97.5% |