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 | $29,900 | $114,381-73.9% | $107,525-72.2% | $142,382-79.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 10.14% | 242.71%-232.6pp | 181.32%-171.2pp | 217.08%-206.9pp |
| Employer contribution / active EE | $15,134 | $4,015+277.0% | $3,754+303.2% | $4,299+252.0% |
| Participant deferral / active EE | $10,115 | $5,564+81.8% | $5,116+97.7% | $6,507+55.4% |
| Admin fee / account holder | $18,626 | $9,860+88.9% | $8,919+108.8% | $12,624+47.5% |