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 6-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 | $36,166 | $217,402-83.4% | $185,823-80.5% | $167,490-78.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 6.65% | 148.36%-141.7pp | 122.05%-115.4pp | 478.56%-471.9pp |
| Employer contribution / active EE | $7,297 | $5,873+24.2% | $5,167+41.2% | $4,837+50.8% |
| Participant deferral / active EE | $4,333 | $6,356-31.8% | $5,568-22.2% | $6,341-31.7% |
| Admin fee / account holder | $407 | $19,811-97.9% | $16,237-97.5% | $12,309-96.7% |