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 | $99,629 | $114,381-12.9% | $107,525-7.3% | $142,382-30.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 10.56% | 242.71%-232.1pp | 181.32%-170.8pp | 217.08%-206.5pp |
| Employer contribution / active EE | $29,964 | $4,015+646.4% | $3,754+698.3% | $4,299+597.0% |
| Participant deferral / active EE | $10,333 | $5,564+85.7% | $5,116+102.0% | $6,507+58.8% |
| Admin fee / account holder | $463,275 | $9,860+4598.5% | $8,919+5094.4% | $12,624+3569.9% |