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 | $32,741 | $108,919-69.9% | $100,391-67.4% | $145,922-77.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.19% | 57.88%-48.7pp | 49.20%-40.0pp | 561.29%-552.1pp |
| Employer contribution / active EE | $12,298 | $4,419+178.3% | $3,942+212.0% | $4,660+163.9% |
| Participant deferral / active EE | $13,365 | $8,445+58.3% | $8,082+65.4% | $6,688+99.8% |
| Admin fee / account holder | $30,664 | $9,689+216.5% | $7,899+288.2% | $13,397+128.9% |