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 | $79,967 | $104,907-23.8% | $84,611-5.5% | $152,861-47.7% |
| Participation rate | 90.9% | 74.8%+16.1pp | 68.2%+22.7pp | 82.4%+8.5pp |
| Annual return | 6.48% | 373.79%-367.3pp | 258.74%-252.3pp | 345.32%-338.8pp |
| Employer contribution / active EE | $4,934 | $3,302+49.4% | $2,652+86.0% | $4,762+3.6% |
| Participant deferral / active EE | $5,597 | $4,688+19.4% | $3,899+43.6% | $5,850-4.3% |
| Admin fee / account holder | $18,364 | $6,241+194.3% | $4,912+273.8% | $11,596+58.4% |