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 3-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 | $68,173 | $159,901-57.4% | $146,958-53.6% | $145,922-53.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.24% | 98.13%-90.9pp | 418.34%-411.1pp | 561.29%-554.0pp |
| Employer contribution / active EE | $4,234 | $5,286-19.9% | $4,933-14.2% | $4,660-9.1% |
| Participant deferral / active EE | $17,949 | $8,428+113.0% | $8,070+122.4% | $6,688+168.4% |
| Admin fee / account holder | $531 | $15,044-96.5% | $12,998-95.9% | $13,397-96.0% |