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 4-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 | $45,620 | $113,339-59.7% | $94,993-52.0% | $147,584-69.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 5.01% | 20.77%-15.8pp | 27.12%-22.1pp | 578.55%-573.5pp |
| Employer contribution / active EE | $10,350 | $3,160+227.5% | $2,603+297.6% | $4,876+112.3% |
| Participant deferral / active EE | $2,487 | $3,777-34.2% | $3,317-25.0% | $5,439-54.3% |
| Admin fee / account holder | $690 | $6,063-88.6% | $4,960-86.1% | $10,885-93.7% |