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 | $38,561 | $88,710-56.5% | $81,783-52.9% | $145,959-73.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 6.76% | 1027.26%-1020.5pp | 775.05%-768.3pp | 561.95%-555.2pp |
| Employer contribution / active EE | $2,900 | $3,083-5.9% | $2,913-0.4% | $4,661-37.8% |
| Participant deferral / active EE | $3,343 | $4,645-28.0% | $4,320-22.6% | $6,689-50.0% |
| Admin fee / account holder | $18,311 | $8,407+117.8% | $7,380+148.1% | $13,398+36.7% |