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 | $148,022 | $99,020+49.5% | $86,590+70.9% | $147,584+0.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 4.28% | 1312.34%-1308.1pp | 964.84%-960.6pp | 578.55%-574.3pp |
| Employer contribution / active EE | $938 | $3,132-70.1% | $2,839-67.0% | $4,876-80.8% |
| Participant deferral / active EE | $938 | $3,972-76.4% | $3,609-74.0% | $5,439-82.8% |
| Admin fee / account holder | $76,632 | $5,710+1242.0% | $4,906+1462.1% | $10,885+604.0% |