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 | $37,291 | $210,648-82.3% | $177,989-79.0% | $145,922-74.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 4.48% | 385.86%-381.4pp | 294.48%-290.0pp | 561.29%-556.8pp |
| Employer contribution / active EE | $7,923 | $4,565+73.6% | $3,949+100.6% | $4,660+70.0% |
| Participant deferral / active EE | $4,803 | $6,958-31.0% | $6,276-23.5% | $6,688-28.2% |
| Admin fee / account holder | $26,773 | $12,013+122.9% | $10,363+158.3% | $13,397+99.8% |