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 6-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 | $37,772 | $118,849-68.2% | $96,562-60.9% | $167,490-77.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 7.21% | 50.49%-43.3pp | 37.78%-30.6pp | 478.56%-471.3pp |
| Employer contribution / active EE | $11,787 | $3,120+277.8% | $2,356+400.2% | $4,837+143.7% |
| Participant deferral / active EE | $6,637 | $4,616+43.8% | $3,849+72.4% | $6,341+4.7% |
| Admin fee / account holder | $834 | $8,065-89.7% | $6,181-86.5% | $12,309-93.2% |