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 | $50,855 | $127,386-60.1% | $115,037-55.8% | $125,391-59.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -4.11% | 31.28%-35.4pp | 26.14%-30.2pp | 282.22%-286.3pp |
| Employer contribution / active EE | $4,190 | $5,166-18.9% | $4,608-9.1% | $4,866-13.9% |
| Participant deferral / active EE | $12,433 | $6,423+93.6% | $6,026+106.3% | $5,352+132.3% |
| Admin fee / account holder | $347 | $9,516-96.4% | $8,175-95.8% | $9,540-96.4% |