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 | $117,064 | $177,572-34.1% | $154,803-24.4% | $142,382-17.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 8.51% | 65.07%-56.6pp | 58.88%-50.4pp | 217.08%-208.6pp |
| Employer contribution / active EE | $9,465 | $4,810+96.8% | $4,305+119.8% | $4,299+120.2% |
| Participant deferral / active EE | $8,464 | $6,272+35.0% | $5,540+52.8% | $6,507+30.1% |
| Admin fee / account holder | $37,812 | $16,786+125.3% | $14,329+163.9% | $12,624+199.5% |