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 | $38,862 | $108,919-64.3% | $100,391-61.3% | $145,922-73.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 7.82% | 57.88%-50.1pp | 49.20%-41.4pp | 561.29%-553.5pp |
| Employer contribution / active EE | $3,859 | $4,419-12.7% | $3,942-2.1% | $4,660-17.2% |
| Participant deferral / active EE | $4,442 | $8,445-47.4% | $8,082-45.0% | $6,688-33.6% |
| Admin fee / account holder | $4,139 | $9,689-57.3% | $7,899-47.6% | $13,397-69.1% |