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 5-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 | $60,103 | $93,571-35.8% | $135,903-55.8% | $75,163-20.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 2.87% | 30.90%-28.0pp | 68.23%-65.4pp | 160.62%-157.7pp |
| Employer contribution / active EE | $2,645 | $3,537-25.2% | $4,856-45.5% | $2,670-0.9% |
| Participant deferral / active EE | $5,387 | $6,404-15.9% | $7,758-30.6% | $4,125+30.6% |
| Admin fee / account holder | $19,882 | $6,975+185.0% | $10,762+84.7% | $5,651+251.8% |