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 4-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 | $63,690 | $114,381-44.3% | $107,525-40.8% | $142,382-55.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 11.39% | 242.71%-231.3pp | 181.32%-169.9pp | 217.08%-205.7pp |
| Employer contribution / active EE | $17,969 | $4,015+347.6% | $3,754+378.7% | $4,299+318.0% |
| Participant deferral / active EE | $7,833 | $5,564+40.8% | $5,116+53.1% | $6,507+20.4% |
| Admin fee / account holder | $420 | $9,860-95.7% | $8,919-95.3% | $12,624-96.7% |