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 | $51,742 | $183,519-71.8% | $155,509-66.7% | $145,922-64.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.73% | 61.17%-52.4pp | 64.67%-55.9pp | 561.29%-552.6pp |
| Employer contribution / active EE | $4,613 | $5,313-13.2% | $4,672-1.3% | $4,660-1.0% |
| Participant deferral / active EE | $16,161 | $6,462+150.1% | $5,626+187.2% | $6,688+141.6% |
| Admin fee / account holder | $2,003 | $19,313-89.6% | $15,912-87.4% | $13,397-85.1% |