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 10-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 | $56,443 | $58,927-4.2% | $76,817-26.5% | $72,985-22.7% |
| Participation rate | 96.8% | 67.3%+29.4pp | 72.1%+24.7pp | 69.5%+27.3pp |
| Annual return | 5.03% | 2305.64%-2300.6pp | 1166.11%-1161.1pp | 81.00%-76.0pp |
| Employer contribution / active EE | $2,720 | $1,787+52.2% | $2,302+18.2% | $2,440+11.5% |
| Participant deferral / active EE | $3,654 | $2,690+35.8% | $3,336+9.5% | $3,607+1.3% |
| Admin fee / account holder | $7,993 | $4,013+99.2% | $6,420+24.5% | $5,124+56.0% |