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 9-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 | $88,598 | $68,346+29.6% | $94,646-6.4% | $75,163+17.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 11.31% | 616.93%-605.6pp | 156.71%-145.4pp | 160.62%-149.3pp |
| Employer contribution / active EE | $8,019 | $2,701+196.9% | $3,672+118.4% | $2,670+200.4% |
| Participant deferral / active EE | $0 | $6,537-100.0% | $7,418-100.0% | $4,125-100.0% |
| Admin fee / account holder | $2,080 | $5,326-61.0% | $7,231-71.2% | $5,651-63.2% |