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 | $114,673 | $183,519-37.5% | $155,509-26.3% | $145,922-21.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.04% | 61.17%-57.1pp | 64.67%-60.6pp | 561.29%-557.2pp |
| Employer contribution / active EE | $3,058 | $5,313-42.4% | $4,672-34.6% | $4,660-34.4% |
| Participant deferral / active EE | $8,215 | $6,462+27.1% | $5,626+46.0% | $6,688+22.8% |
| Admin fee / account holder | $150,964 | $19,313+681.7% | $15,912+848.7% | $13,397+1026.9% |