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 | $47,571 | $177,572-73.2% | $154,803-69.3% | $142,382-66.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.28% | 65.07%-53.8pp | 58.88%-47.6pp | 217.08%-205.8pp |
| Employer contribution / active EE | $2,223 | $4,810-53.8% | $4,305-48.4% | $4,299-48.3% |
| Participant deferral / active EE | $9,605 | $6,272+53.1% | $5,540+73.4% | $6,507+47.6% |
| Admin fee / account holder | $14,777 | $16,786-12.0% | $14,329+3.1% | $12,624+17.1% |