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 8-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 | $52,933 | $177,572-70.2% | $154,803-65.8% | $142,382-62.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 5.84% | 65.07%-59.2pp | 58.88%-53.0pp | 217.08%-211.2pp |
| Employer contribution / active EE | $4,677 | $4,810-2.8% | $4,305+8.6% | $4,299+8.8% |
| Participant deferral / active EE | $15,105 | $6,272+140.9% | $5,540+172.6% | $6,507+132.1% |
| Admin fee / account holder | $62,015 | $16,786+269.4% | $14,329+332.8% | $12,624+391.3% |