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 9-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 | $48,836 | $159,602-69.4% | $150,045-67.5% | $142,382-65.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.22% | 70.24%-58.0pp | 62.55%-50.3pp | 217.08%-204.9pp |
| Employer contribution / active EE | $7,165 | $4,961+44.4% | $4,693+52.7% | $4,299+66.7% |
| Participant deferral / active EE | $2,526 | $8,310-69.6% | $7,997-68.4% | $6,507-61.2% |
| Admin fee / account holder | $3,123 | $14,846-79.0% | $13,435-76.8% | $12,624-75.3% |