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 5-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 | $58,178 | $180,749-67.8% | $160,784-63.8% | $137,256-57.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 9.45% | 2234.46%-2225.0pp | 1803.92%-1794.5pp | 220.34%-210.9pp |
| Employer contribution / active EE | $1,133 | $4,155-72.7% | $3,733-69.6% | $4,156-72.7% |
| Participant deferral / active EE | $8,996 | $6,844+31.4% | $6,293+43.0% | $6,407+40.4% |
| Admin fee / account holder | $3,714 | $10,397-64.3% | $9,717-61.8% | $12,270-69.7% |