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 | $90,290 | $185,200-51.2% | $142,863-36.8% | $167,490-46.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 3.03% | 8555.70%-8552.7pp | 5637.54%-5634.5pp | 478.56%-475.5pp |
| Employer contribution / active EE | $8,125 | $5,604+45.0% | $4,144+96.1% | $4,837+68.0% |
| Participant deferral / active EE | $7,123 | $4,494+58.5% | $3,837+85.6% | $6,341+12.3% |
| Admin fee / account holder | $15,170 | $8,031+88.9% | $6,560+131.2% | $12,309+23.2% |