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 | $42,185 | $30,400+38.8% | $53,898-21.7% | $84,808-50.3% |
| Participation rate | 92.9% | 46.4%+46.4pp | 55.0%+37.9pp | 68.3%+24.5pp |
| Annual return | 9.25% | 500.19%-490.9pp | 528.60%-519.4pp | 40.90%-31.6pp |
| Employer contribution / active EE | $2,547 | $603+322.6% | $932+173.3% | $2,631-3.2% |
| Participant deferral / active EE | $7,490 | $1,199+524.9% | $1,826+310.2% | $4,212+77.9% |
| Admin fee / account holder | $31,646 | $1,993+1487.6% | $2,491+1170.5% | $7,344+330.9% |