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 5-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 | $30,501 | $159,602-80.9% | $150,045-79.7% | $142,382-78.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 11.00% | 70.24%-59.2pp | 62.55%-51.5pp | 217.08%-206.1pp |
| Employer contribution / active EE | $8,104 | $4,961+63.4% | $4,693+72.7% | $4,299+88.5% |
| Participant deferral / active EE | $12,390 | $8,310+49.1% | $7,997+54.9% | $6,507+90.4% |
| Admin fee / account holder | $26,715 | $14,846+79.9% | $13,435+98.8% | $12,624+111.6% |