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 | $39,390 | $159,901-75.4% | $146,958-73.2% | $145,922-73.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.19% | 98.13%-91.9pp | 418.34%-412.1pp | 561.29%-555.1pp |
| Employer contribution / active EE | $3,117 | $5,286-41.0% | $4,933-36.8% | $4,660-33.1% |
| Participant deferral / active EE | $8,213 | $8,428-2.6% | $8,070+1.8% | $6,688+22.8% |
| Admin fee / account holder | $1,512 | $15,044-89.9% | $12,998-88.4% | $13,397-88.7% |