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 4-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 | $103,944 | $183,519-43.4% | $155,509-33.2% | $145,922-28.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.32% | 61.17%-53.8pp | 64.67%-57.3pp | 561.29%-554.0pp |
| Employer contribution / active EE | $3,074 | $5,313-42.1% | $4,672-34.2% | $4,660-34.0% |
| Participant deferral / active EE | $7,909 | $6,462+22.4% | $5,626+40.6% | $6,688+18.3% |
| Admin fee / account holder | $761 | $19,313-96.1% | $15,912-95.2% | $13,397-94.3% |