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 | $64,691 | $157,256-58.9% | $141,162-54.2% | $152,861-57.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 10.75% | 64.32%-53.6pp | 71.39%-60.6pp | 345.32%-334.6pp |
| Employer contribution / active EE | $4,050 | $5,261-23.0% | $4,735-14.5% | $4,762-15.0% |
| Participant deferral / active EE | $2,588 | $7,109-63.6% | $6,709-61.4% | $5,850-55.8% |
| Admin fee / account holder | $307,674 | $12,120+2438.5% | $10,261+2898.4% | $11,596+2553.2% |