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 | $38,384 | $159,602-76.0% | $150,045-74.4% | $142,382-73.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 10.23% | 70.24%-60.0pp | 62.55%-52.3pp | 217.08%-206.8pp |
| Employer contribution / active EE | $6,220 | $4,961+25.4% | $4,693+32.5% | $4,299+44.7% |
| Participant deferral / active EE | $9,570 | $8,310+15.2% | $7,997+19.7% | $6,507+47.1% |
| Admin fee / account holder | $21,761 | $14,846+46.6% | $13,435+62.0% | $12,624+72.4% |