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 8-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 | $29,941 | $72,396-58.6% | $67,511-55.6% | $145,959-79.5% |
| Participation rate | 87.5% | 76.9%+10.6pp | 72.9%+14.6pp | 80.3%+7.2pp |
| Annual return | 4.55% | 7194.07%-7189.5pp | 3517.41%-3512.9pp | 561.95%-557.4pp |
| Employer contribution / active EE | $2,506 | $3,071-18.4% | $2,733-8.3% | $4,661-46.2% |
| Participant deferral / active EE | $3,096 | $4,781-35.3% | $4,000-22.6% | $6,689-53.7% |
| Admin fee / account holder | $16,526 | $5,538+198.4% | $3,999+313.3% | $13,398+23.4% |