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 7-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 | $9,063 | $70,756-87.2% | $65,493-86.2% | $142,382-93.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 3.79% | 1754.89%-1751.1pp | 982.45%-978.7pp | 217.08%-213.3pp |
| Employer contribution / active EE | $5,384 | $2,881+86.9% | $2,574+109.2% | $4,299+25.2% |
| Participant deferral / active EE | $6,556 | $4,637+41.4% | $3,961+65.5% | $6,507+0.7% |
| Admin fee / account holder | $136,136 | $6,559+1975.5% | $5,028+2607.4% | $12,624+978.4% |