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 | $33,944 | $114,381-70.3% | $107,525-68.4% | $142,382-76.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 6.19% | 242.71%-236.5pp | 181.32%-175.1pp | 217.08%-210.9pp |
| Employer contribution / active EE | $2,954 | $4,015-26.4% | $3,754-21.3% | $4,299-31.3% |
| Participant deferral / active EE | $3,034 | $5,564-45.5% | $5,116-40.7% | $6,507-53.4% |
| Admin fee / account holder | $493 | $9,860-95.0% | $8,919-94.5% | $12,624-96.1% |