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 10-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 | $85,257 | $137,414-38.0% | $189,513-55.0% | $85,850-0.7% |
| Participation rate | 97.8% | 84.6%+13.1pp | 87.8%+9.9pp | 69.3%+28.4pp |
| Annual return | 7.76% | 38.14%-30.4pp | 555.15%-547.4pp | 318.53%-310.8pp |
| Employer contribution / active EE | $8,195 | $4,344+88.6% | $6,162+33.0% | $2,565+219.5% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,221-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,047 | $8,630-64.7% | $12,045-74.7% | $6,260-51.3% |