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 8-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 | $45,447 | $148,534-69.4% | $135,903-66.6% | $139,434-67.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 5.80% | 79.19%-73.4pp | 68.23%-62.4pp | 372.94%-367.1pp |
| Employer contribution / active EE | $1,124 | $5,243-78.6% | $4,856-76.9% | $4,751-76.3% |
| Participant deferral / active EE | $15,297 | $8,100+88.9% | $7,758+97.2% | $6,710+128.0% |
| Admin fee / account holder | $422 | $12,400-96.6% | $10,762-96.1% | $11,403-96.3% |