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 | $7,027 | $68,097-89.7% | $62,929-88.8% | $137,256-94.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 8.74% | 1859.11%-1850.4pp | 1063.93%-1055.2pp | 220.34%-211.6pp |
| Employer contribution / active EE | $5,031 | $2,811+79.0% | $2,505+100.9% | $4,156+21.0% |
| Participant deferral / active EE | $11,702 | $4,553+157.0% | $3,888+201.0% | $6,407+82.6% |
| Admin fee / account holder | $68,423 | $6,521+949.2% | $5,065+1251.0% | $12,270+457.6% |