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 | $30,576 | $108,919-71.9% | $100,391-69.5% | $145,922-79.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 3.89% | 57.88%-54.0pp | 49.20%-45.3pp | 561.29%-557.4pp |
| Employer contribution / active EE | $16,527 | $4,419+274.0% | $3,942+319.3% | $4,660+254.7% |
| Participant deferral / active EE | $4,969 | $8,445-41.2% | $8,082-38.5% | $6,688-25.7% |
| Admin fee / account holder | $25,902 | $9,689+167.3% | $7,899+227.9% | $13,397+93.3% |