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 | $66,306 | $72,071-8.0% | $68,368-3.0% | $137,256-51.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 12.98% | 353.14%-340.2pp | 292.57%-279.6pp | 220.34%-207.4pp |
| Employer contribution / active EE | $9,764 | $2,788+250.2% | $2,649+268.6% | $4,156+134.9% |
| Participant deferral / active EE | $11,321 | $4,410+156.7% | $4,123+174.6% | $6,407+76.7% |
| Admin fee / account holder | $27,889 | $5,336+422.7% | $5,150+441.6% | $12,270+127.3% |