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 | $109,655 | $159,934-31.4% | $147,005-25.4% | $145,959-24.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.27% | 98.24%-91.0pp | 418.76%-411.5pp | 561.95%-554.7pp |
| Employer contribution / active EE | $4,188 | $5,287-20.8% | $4,934-15.1% | $4,661-10.2% |
| Participant deferral / active EE | $17,375 | $8,427+106.2% | $8,070+115.3% | $6,689+159.8% |
| Admin fee / account holder | $945 | $15,053-93.7% | $13,006-92.7% | $13,398-92.9% |