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 5-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 | $38,530 | $214,378-82.0% | $200,582-80.8% | $142,382-72.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 11.24% | 46.41%-35.2pp | 42.33%-31.1pp | 217.08%-205.8pp |
| Employer contribution / active EE | $14,735 | $6,841+115.4% | $6,419+129.6% | $4,299+242.7% |
| Participant deferral / active EE | $10,403 | $9,865+5.5% | $9,331+11.5% | $6,507+59.9% |
| Admin fee / account holder | $53,683 | $17,692+203.4% | $16,305+229.3% | $12,624+325.3% |