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 9-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 | $38,934 | $159,602-75.6% | $150,045-74.1% | $142,382-72.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 7.60% | 70.24%-62.6pp | 62.55%-54.9pp | 217.08%-209.5pp |
| Employer contribution / active EE | $2,465 | $4,961-50.3% | $4,693-47.5% | $4,299-42.7% |
| Participant deferral / active EE | $6,017 | $8,310-27.6% | $7,997-24.8% | $6,507-7.5% |
| Admin fee / account holder | $748 | $14,846-95.0% | $13,435-94.4% | $12,624-94.1% |