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 | $32,589 | $209,411-84.4% | $178,490-81.7% | $158,922-79.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 1.89% | 188.75%-186.9pp | 151.07%-149.2pp | 302.83%-300.9pp |
| Employer contribution / active EE | $13,448 | $5,706+135.7% | $5,011+168.4% | $4,761+182.4% |
| Participant deferral / active EE | $9,910 | $5,954+66.4% | $5,202+90.5% | $5,982+65.7% |
| Admin fee / account holder | $17,434 | $17,074+2.1% | $13,984+24.7% | $11,246+55.0% |