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 | $42,794 | $114,381-62.6% | $107,525-60.2% | $142,382-69.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 3.58% | 242.71%-239.1pp | 181.32%-177.7pp | 217.08%-213.5pp |
| Employer contribution / active EE | $8,357 | $4,015+108.2% | $3,754+122.6% | $4,299+94.4% |
| Participant deferral / active EE | $15,579 | $5,564+180.0% | $5,116+204.5% | $6,507+139.4% |
| Admin fee / account holder | $368,289 | $9,860+3635.1% | $8,919+4029.4% | $12,624+2817.4% |