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 8-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 | $37,269 | $154,228-75.8% | $145,433-74.4% | $137,256-72.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.81% | 74.59%-62.8pp | 66.58%-54.8pp | 220.34%-208.5pp |
| Employer contribution / active EE | $2,822 | $4,804-41.3% | $4,554-38.0% | $4,156-32.1% |
| Participant deferral / active EE | $9,300 | $8,216+13.2% | $7,897+17.8% | $6,407+45.2% |
| Admin fee / account holder | $25,201 | $14,344+75.7% | $13,129+91.9% | $12,270+105.4% |