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 4-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 | $72,984 | $150,187-51.4% | $120,354-39.4% | $145,922-50.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 7.47% | 154.07%-146.6pp | 107.15%-99.7pp | 561.29%-553.8pp |
| Employer contribution / active EE | $8,135 | $4,348+87.1% | $3,463+134.9% | $4,660+74.6% |
| Participant deferral / active EE | $4,031 | $6,173-34.7% | $4,991-19.2% | $6,688-39.7% |
| Admin fee / account holder | $746 | $12,207-93.9% | $9,423-92.1% | $13,397-94.4% |