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 | $27,510 | $179,726-84.7% | $156,263-82.4% | $142,382-80.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 5.81% | 77.86%-72.0pp | 59.47%-53.7pp | 217.08%-211.3pp |
| Employer contribution / active EE | $2,655 | $5,069-47.6% | $4,333-38.7% | $4,299-38.2% |
| Participant deferral / active EE | $8,774 | $6,956+26.1% | $6,158+42.5% | $6,507+34.8% |
| Admin fee / account holder | $488 | $17,272-97.2% | $14,255-96.6% | $12,624-96.1% |