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 | $68,373 | $96,635-29.2% | $86,612-21.1% | $139,434-51.0% |
| Participation rate | 88.9% | 74.4%+14.5pp | 71.7%+17.2pp | 80.3%+8.6pp |
| Annual return | 7.90% | 106.41%-98.5pp | 591.07%-583.2pp | 372.94%-365.0pp |
| Employer contribution / active EE | $8,166 | $3,263+150.3% | $3,022+170.2% | $4,751+71.9% |
| Participant deferral / active EE | $9,256 | $4,836+91.4% | $4,438+108.6% | $6,710+37.9% |
| Admin fee / account holder | $118,691 | $6,408+1752.3% | $5,614+2014.1% | $11,403+940.9% |