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 | $50,383 | $159,901-68.5% | $146,958-65.7% | $145,922-65.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.33% | 98.13%-88.8pp | 418.34%-409.0pp | 561.29%-552.0pp |
| Employer contribution / active EE | $13,787 | $5,286+160.8% | $4,933+179.5% | $4,660+195.9% |
| Participant deferral / active EE | $5,503 | $8,428-34.7% | $8,070-31.8% | $6,688-17.7% |
| Admin fee / account holder | $22,687 | $15,044+50.8% | $12,998+74.5% | $13,397+69.3% |