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 7-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 | $44,561 | $148,534-70.0% | $135,903-67.2% | $139,434-68.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 7.22% | 79.19%-72.0pp | 68.23%-61.0pp | 372.94%-365.7pp |
| Employer contribution / active EE | $11,046 | $5,243+110.7% | $4,856+127.5% | $4,751+132.5% |
| Participant deferral / active EE | $4,446 | $8,100-45.1% | $7,758-42.7% | $6,710-33.7% |
| Admin fee / account holder | $19,576 | $12,400+57.9% | $10,762+81.9% | $11,403+71.7% |