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 | $91,250 | $201,259-54.7% | $184,200-50.5% | $145,959-37.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.20% | 28.98%-20.8pp | 28.80%-20.6pp | 561.95%-553.8pp |
| Employer contribution / active EE | $3,261 | $7,018-53.5% | $6,424-49.2% | $4,661-30.0% |
| Participant deferral / active EE | $13,300 | $9,806+35.6% | $9,132+45.6% | $6,689+98.8% |
| Admin fee / account holder | $656 | $16,372-96.0% | $13,907-95.3% | $13,398-95.1% |