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 | $32,190 | $159,602-79.8% | $150,045-78.5% | $142,382-77.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 9.32% | 70.24%-60.9pp | 62.55%-53.2pp | 217.08%-207.8pp |
| Employer contribution / active EE | $11,560 | $4,961+133.0% | $4,693+146.3% | $4,299+168.9% |
| Participant deferral / active EE | $17,477 | $8,310+110.3% | $7,997+118.5% | $6,507+168.6% |
| Admin fee / account holder | $69,737 | $14,846+369.7% | $13,435+419.1% | $12,624+452.4% |