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 3-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 | $52,535 | $159,901-67.1% | $146,958-64.3% | $145,922-64.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.30% | 98.13%-91.8pp | 418.34%-412.0pp | 561.29%-555.0pp |
| Employer contribution / active EE | $11,841 | $5,286+124.0% | $4,933+140.0% | $4,660+154.1% |
| Participant deferral / active EE | $6,100 | $8,428-27.6% | $8,070-24.4% | $6,688-8.8% |
| Admin fee / account holder | $760 | $15,044-94.9% | $12,998-94.2% | $13,397-94.3% |