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 | $103,381 | $177,572-41.8% | $154,803-33.2% | $142,382-27.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 6.71% | 65.07%-58.4pp | 58.88%-52.2pp | 217.08%-210.4pp |
| Employer contribution / active EE | $3,250 | $4,810-32.4% | $4,305-24.5% | $4,299-24.4% |
| Participant deferral / active EE | $3,564 | $6,272-43.2% | $5,540-35.7% | $6,507-45.2% |
| Admin fee / account holder | $813 | $16,786-95.2% | $14,329-94.3% | $12,624-93.6% |