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 | $101,685 | $202,432-49.8% | $169,368-40.0% | $139,434-27.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 6.80% | 531.74%-524.9pp | 405.60%-398.8pp | 372.94%-366.1pp |
| Employer contribution / active EE | $24,316 | $4,692+418.2% | $4,013+506.0% | $4,751+411.8% |
| Participant deferral / active EE | $25,230 | $6,938+263.6% | $6,221+305.5% | $6,710+276.0% |
| Admin fee / account holder | $3,122 | $10,708-70.8% | $9,003-65.3% | $11,403-72.6% |