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 9-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 | $60,662 | $111,724-45.7% | $93,606-35.2% | $145,922-58.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 7.83% | 202.98%-195.2pp | 133.20%-125.4pp | 561.29%-553.5pp |
| Employer contribution / active EE | $11,612 | $3,090+275.8% | $2,420+379.9% | $4,660+149.2% |
| Participant deferral / active EE | $11,261 | $4,912+129.3% | $4,411+155.3% | $6,688+68.4% |
| Admin fee / account holder | $385 | $10,250-96.2% | $8,285-95.4% | $13,397-97.1% |