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 | $27,146 | $214,378-87.3% | $200,582-86.5% | $142,382-80.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 10.44% | 46.41%-36.0pp | 42.33%-31.9pp | 217.08%-206.6pp |
| Employer contribution / active EE | $3,659 | $6,841-46.5% | $6,419-43.0% | $4,299-14.9% |
| Participant deferral / active EE | $18,182 | $9,865+84.3% | $9,331+94.9% | $6,507+179.4% |
| Admin fee / account holder | $36,500 | $17,692+106.3% | $16,305+123.9% | $12,624+189.1% |