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 6-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 | $98,855 | $175,202-43.6% | $149,673-34.0% | $139,434-29.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 4.42% | 166.71%-162.3pp | 134.42%-130.0pp | 372.94%-368.5pp |
| Employer contribution / active EE | $20,796 | $5,474+279.9% | $4,818+331.7% | $4,751+337.7% |
| Participant deferral / active EE | $10,943 | $6,519+67.9% | $5,680+92.7% | $6,710+63.1% |
| Admin fee / account holder | $1,751 | $16,150-89.2% | $13,210-86.7% | $11,403-84.6% |