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 | $66,305 | $169,032-60.8% | $129,207-48.7% | $145,922-54.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 4.71% | 14330.11%-14325.4pp | 9417.33%-9412.6pp | 561.29%-556.6pp |
| Employer contribution / active EE | $8,125 | $5,537+46.8% | $4,153+95.6% | $4,660+74.4% |
| Participant deferral / active EE | $6,602 | $4,987+32.4% | $4,168+58.4% | $6,688-1.3% |
| Admin fee / account holder | $1,010 | $9,954-89.9% | $7,715-86.9% | $13,397-92.5% |