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 | $108,778 | $156,846-30.6% | $121,098-10.2% | $139,434-22.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 8.05% | 1474.56%-1466.5pp | 985.75%-977.7pp | 372.94%-364.9pp |
| Employer contribution / active EE | $22,250 | $5,536+301.9% | $4,164+434.4% | $4,751+368.3% |
| Participant deferral / active EE | $12,750 | $4,844+163.2% | $4,080+212.5% | $6,710+90.0% |
| Admin fee / account holder | $754 | $6,946-89.1% | $5,644-86.6% | $11,403-93.4% |