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 | $95,919 | $118,849-19.3% | $96,562-0.7% | $167,490-42.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 6.07% | 50.49%-44.4pp | 37.78%-31.7pp | 478.56%-472.5pp |
| Employer contribution / active EE | $9,480 | $3,120+203.9% | $2,356+302.3% | $4,837+96.0% |
| Participant deferral / active EE | $4,550 | $4,616-1.4% | $3,849+18.2% | $6,341-28.2% |
| Admin fee / account holder | $92,929 | $8,065+1052.3% | $6,181+1403.5% | $12,309+655.0% |