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 | $31,266 | $175,202-82.2% | $149,673-79.1% | $139,434-77.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 5.20% | 166.71%-161.5pp | 134.42%-129.2pp | 372.94%-367.7pp |
| Employer contribution / active EE | $2,870 | $5,474-47.6% | $4,818-40.4% | $4,751-39.6% |
| Participant deferral / active EE | $6,663 | $6,519+2.2% | $5,680+17.3% | $6,710-0.7% |
| Admin fee / account holder | $159,339 | $16,150+886.6% | $13,210+1106.2% | $11,403+1297.4% |