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 3-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 | $53,199 | $169,032-68.5% | $129,207-58.8% | $145,922-63.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 4.86% | 14330.11%-14325.3pp | 9417.33%-9412.5pp | 561.29%-556.4pp |
| Employer contribution / active EE | $3,040 | $5,537-45.1% | $4,153-26.8% | $4,660-34.8% |
| Participant deferral / active EE | $19,900 | $4,987+299.0% | $4,168+377.5% | $6,688+197.6% |
| Admin fee / account holder | $636 | $9,954-93.6% | $7,715-91.8% | $13,397-95.3% |