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 6-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 | $40,845 | $159,901-74.5% | $146,958-72.2% | $145,922-72.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.35% | 98.13%-89.8pp | 418.34%-410.0pp | 561.29%-552.9pp |
| Employer contribution / active EE | $2,940 | $5,286-44.4% | $4,933-40.4% | $4,660-36.9% |
| Participant deferral / active EE | $8,215 | $8,428-2.5% | $8,070+1.8% | $6,688+22.8% |
| Admin fee / account holder | $19,225 | $15,044+27.8% | $12,998+47.9% | $13,397+43.5% |