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 | $56,038 | $99,877-43.9% | $84,966-34.0% | $145,922-61.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 4.63% | 83.76%-79.1pp | 66.38%-61.8pp | 561.29%-556.7pp |
| Employer contribution / active EE | $11,055 | $3,231+242.1% | $2,727+305.4% | $4,660+137.2% |
| Participant deferral / active EE | $12,200 | $5,291+130.6% | $4,519+170.0% | $6,688+82.4% |
| Admin fee / account holder | $34,819 | $7,248+380.4% | $6,149+466.3% | $13,397+159.9% |