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 7-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 | $35,214 | $177,572-80.2% | $154,803-77.3% | $142,382-75.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 3.80% | 65.07%-61.3pp | 58.88%-55.1pp | 217.08%-213.3pp |
| Employer contribution / active EE | $1,731 | $4,810-64.0% | $4,305-59.8% | $4,299-59.7% |
| Participant deferral / active EE | $5,365 | $6,272-14.5% | $5,540-3.2% | $6,507-17.6% |
| Admin fee / account holder | $203,881 | $16,786+1114.6% | $14,329+1322.8% | $12,624+1515.1% |