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 | $50,203 | $201,272-75.1% | $184,203-72.7% | $145,922-65.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.23% | 29.00%-21.8pp | 28.81%-21.6pp | 561.29%-554.1pp |
| Employer contribution / active EE | $24,448 | $7,022+248.2% | $6,427+280.4% | $4,660+424.7% |
| Participant deferral / active EE | $23,497 | $9,806+139.6% | $9,131+157.3% | $6,688+251.3% |
| Admin fee / account holder | $8,814 | $16,364-46.1% | $13,901-36.6% | $13,397-34.2% |