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 9-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 | $43,040 | $163,101-73.6% | $136,749-68.5% | $142,382-69.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 1.77% | 27.54%-25.8pp | 24.33%-22.6pp | 217.08%-215.3pp |
| Employer contribution / active EE | $18,692 | $4,117+354.1% | $3,400+449.8% | $4,299+334.8% |
| Participant deferral / active EE | $1,500 | $5,585-73.1% | $4,692-68.0% | $6,507-76.9% |
| Admin fee / account holder | $112,232 | $14,318+683.8% | $11,386+885.7% | $12,624+789.1% |