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 | $31,345 | $114,381-72.6% | $107,525-70.8% | $142,382-78.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 9.28% | 242.71%-233.4pp | 181.32%-172.0pp | 217.08%-207.8pp |
| Employer contribution / active EE | $20,404 | $4,015+408.2% | $3,754+443.6% | $4,299+374.6% |
| Participant deferral / active EE | $9,707 | $5,564+74.5% | $5,116+89.8% | $6,507+49.2% |
| Admin fee / account holder | $21,233 | $9,860+115.3% | $8,919+138.1% | $12,624+68.2% |