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 7-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 | $59,410 | $159,602-62.8% | $150,045-60.4% | $142,382-58.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 9.38% | 70.24%-60.9pp | 62.55%-53.2pp | 217.08%-207.7pp |
| Employer contribution / active EE | $2,785 | $4,961-43.9% | $4,693-40.7% | $4,299-35.2% |
| Participant deferral / active EE | $9,971 | $8,310+20.0% | $7,997+24.7% | $6,507+53.2% |
| Admin fee / account holder | $24,164 | $14,846+62.8% | $13,435+79.9% | $12,624+91.4% |