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 | $23,318 | $172,111-86.5% | $150,298-84.5% | $137,256-83.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 7.56% | 69.37%-61.8pp | 62.79%-55.2pp | 220.34%-212.8pp |
| Employer contribution / active EE | $3,146 | $4,636-32.1% | $4,154-24.3% | $4,156-24.3% |
| Participant deferral / active EE | $7,451 | $6,166+20.8% | $5,453+36.7% | $6,407+16.3% |
| Admin fee / account holder | $14,943 | $16,471-9.3% | $14,116+5.9% | $12,270+21.8% |