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 | $75,839 | $68,097+11.4% | $62,929+20.5% | $137,256-44.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 10.66% | 1859.11%-1848.5pp | 1063.93%-1053.3pp | 220.34%-209.7pp |
| Employer contribution / active EE | $1,426 | $2,811-49.3% | $2,505-43.1% | $4,156-65.7% |
| Participant deferral / active EE | $1,138 | $4,553-75.0% | $3,888-70.7% | $6,407-82.2% |
| Admin fee / account holder | $605 | $6,521-90.7% | $5,065-88.1% | $12,270-95.1% |