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 7-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 | $29,425 | $214,378-86.3% | $200,582-85.3% | $142,382-79.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 3.31% | 46.41%-43.1pp | 42.33%-39.0pp | 217.08%-213.8pp |
| Employer contribution / active EE | $24,345 | $6,841+255.8% | $6,419+279.3% | $4,299+466.3% |
| Participant deferral / active EE | $17,229 | $9,865+74.7% | $9,331+84.6% | $6,507+164.8% |
| Admin fee / account holder | $55,008 | $17,692+210.9% | $16,305+237.4% | $12,624+335.7% |