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 | $41,515 | $107,334-61.3% | $92,893-55.3% | $152,861-72.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 9.06% | 145.58%-136.5pp | 109.41%-100.4pp | 345.32%-336.3pp |
| Employer contribution / active EE | $17,258 | $4,221+308.9% | $3,653+372.5% | $4,762+262.4% |
| Participant deferral / active EE | $8,611 | $4,845+77.7% | $4,236+103.3% | $5,850+47.2% |
| Admin fee / account holder | $385 | $7,079-94.6% | $5,794-93.4% | $11,596-96.7% |