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 | $81,400 | $159,602-49.0% | $150,045-45.7% | $142,382-42.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 9.48% | 70.24%-60.8pp | 62.55%-53.1pp | 217.08%-207.6pp |
| Employer contribution / active EE | $8,000 | $4,961+61.3% | $4,693+70.5% | $4,299+86.1% |
| Participant deferral / active EE | $26,862 | $8,310+223.2% | $7,997+235.9% | $6,507+312.8% |
| Admin fee / account holder | $75,777 | $14,846+410.4% | $13,435+464.0% | $12,624+500.3% |