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 | $52,437 | $177,572-70.5% | $154,803-66.1% | $142,382-63.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 10.29% | 65.07%-54.8pp | 58.88%-48.6pp | 217.08%-206.8pp |
| Employer contribution / active EE | $11,411 | $4,810+137.2% | $4,305+165.0% | $4,299+165.4% |
| Participant deferral / active EE | $12,206 | $6,272+94.6% | $5,540+120.3% | $6,507+87.6% |
| Admin fee / account holder | $848 | $16,786-94.9% | $14,329-94.1% | $12,624-93.3% |