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 | $48,687 | $102,966-52.7% | $90,281-46.1% | $152,861-68.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 3.93% | 95.16%-91.2pp | 78.10%-74.2pp | 345.32%-341.4pp |
| Employer contribution / active EE | $3,416 | $3,139+8.8% | $2,854+19.7% | $4,762-28.3% |
| Participant deferral / active EE | $11,700 | $4,281+173.3% | $3,885+201.1% | $5,850+100.0% |
| Admin fee / account holder | $713 | $6,171-88.4% | $5,351-86.7% | $11,596-93.9% |