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 7-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 | $42,827 | $109,817-61.0% | $98,442-56.5% | $167,490-74.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 8.23% | 1956.69%-1948.5pp | 1492.73%-1484.5pp | 478.56%-470.3pp |
| Employer contribution / active EE | $8,429 | $3,224+161.4% | $2,960+184.8% | $4,837+74.2% |
| Participant deferral / active EE | $2,725 | $4,673-41.7% | $4,276-36.3% | $6,341-57.0% |
| Admin fee / account holder | $14,302 | $6,753+111.8% | $5,949+140.4% | $12,309+16.2% |