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 | $96,803 | $77,419+25.0% | $69,455+39.4% | $152,861-36.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 5.38% | 39.06%-33.7pp | 28.97%-23.6pp | 345.32%-339.9pp |
| Employer contribution / active EE | $11,522 | $3,315+247.5% | $2,779+314.6% | $4,762+141.9% |
| Participant deferral / active EE | $8,115 | $4,414+83.9% | $3,535+129.5% | $5,850+38.7% |
| Admin fee / account holder | $4,605 | $6,207-25.8% | $3,839+19.9% | $11,596-60.3% |