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 | $77,405 | $159,901-51.6% | $146,958-47.3% | $145,922-47.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.10% | 98.13%-90.0pp | 418.34%-410.2pp | 561.29%-553.2pp |
| Employer contribution / active EE | $11,218 | $5,286+112.2% | $4,933+127.4% | $4,660+140.7% |
| Participant deferral / active EE | $40,622 | $8,428+382.0% | $8,070+403.4% | $6,688+507.4% |
| Admin fee / account holder | $56,722 | $15,044+277.0% | $12,998+336.4% | $13,397+323.4% |