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 | $66,277 | $100,041-33.8% | $149,718-55.7% | $70,131-5.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 7.25% | 27.43%-20.2pp | 1501.63%-1494.4pp | 73.14%-65.9pp |
| Employer contribution / active EE | $8,333 | $3,662+127.6% | $5,445+53.0% | $2,342+255.8% |
| Participant deferral / active EE | $2,631 | $4,983-47.2% | $6,569-59.9% | $3,332-21.0% |
| Admin fee / account holder | $5,417 | $8,286-34.6% | $11,283-52.0% | $4,645+16.6% |