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 | $41,966 | $177,572-76.4% | $154,803-72.9% | $142,382-70.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 4.77% | 65.07%-60.3pp | 58.88%-54.1pp | 217.08%-212.3pp |
| Employer contribution / active EE | $14,422 | $4,810+199.8% | $4,305+235.0% | $4,299+235.5% |
| Participant deferral / active EE | $12,666 | $6,272+102.0% | $5,540+128.6% | $6,507+94.6% |
| Admin fee / account holder | $350,013 | $16,786+1985.2% | $14,329+2342.7% | $12,624+2672.7% |