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 9-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 | $64,134 | $112,096-42.8% | $95,952-33.2% | $158,922-59.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 5.32% | 171.09%-165.8pp | 91.61%-86.3pp | 302.83%-297.5pp |
| Employer contribution / active EE | $8,824 | $3,198+175.9% | $2,541+247.2% | $4,761+85.3% |
| Participant deferral / active EE | $4,727 | $4,784-1.2% | $4,167+13.4% | $5,982-21.0% |
| Admin fee / account holder | $684 | $10,130-93.2% | $6,795-89.9% | $11,246-93.9% |