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 | $28,699 | $110,261-74.0% | $95,745-70.0% | $139,434-79.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 4.22% | 27.11%-22.9pp | 28.35%-24.1pp | 372.94%-368.7pp |
| Employer contribution / active EE | $2,950 | $3,257-9.4% | $2,835+4.1% | $4,751-37.9% |
| Participant deferral / active EE | $4,819 | $4,676+3.1% | $4,245+13.5% | $6,710-28.2% |
| Admin fee / account holder | $64,382 | $6,613+873.5% | $5,678+1033.9% | $11,403+464.6% |