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 10-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 | $167,443 | $217,402-23.0% | $185,823-9.9% | $167,4900% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 4.91% | 148.36%-143.5pp | 122.05%-117.1pp | 478.56%-473.6pp |
| Employer contribution / active EE | $5,912 | $5,873+0.7% | $5,167+14.4% | $4,837+22.2% |
| Participant deferral / active EE | $19,500 | $6,356+206.8% | $5,568+250.2% | $6,341+207.5% |
| Admin fee / account holder | $1,818 | $19,811-90.8% | $16,237-88.8% | $12,309-85.2% |