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 | $47,203 | $89,753-47.4% | $107,525-56.1% | $84,808-44.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 11.15% | 29.48%-18.3pp | 181.32%-170.2pp | 40.90%-29.7pp |
| Employer contribution / active EE | $6,659 | $3,113+113.9% | $3,754+77.4% | $2,631+153.1% |
| Participant deferral / active EE | $5,134 | $4,056+26.6% | $5,116+0.4% | $4,212+21.9% |
| Admin fee / account holder | $307 | $7,222-95.8% | $8,919-96.6% | $7,344-95.8% |