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 | $70,756-90.1% | $65,493-89.3% | $142,382-95.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 8.74% | 1754.89%-1746.1pp | 982.45%-973.7pp | 217.08%-208.3pp |
| Employer contribution / active EE | $5,031 | $2,881+74.6% | $2,574+95.4% | $4,299+17.0% |
| Participant deferral / active EE | $11,702 | $4,637+152.3% | $3,961+195.4% | $6,507+79.8% |
| Admin fee / account holder | $68,423 | $6,559+943.2% | $5,028+1260.8% | $12,624+442.0% |