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 | $89,582 | $114,381-21.7% | $107,525-16.7% | $142,382-37.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 9.46% | 242.71%-233.2pp | 181.32%-171.9pp | 217.08%-207.6pp |
| Employer contribution / active EE | $17,245 | $4,015+329.5% | $3,754+359.4% | $4,299+301.1% |
| Participant deferral / active EE | $6,480 | $5,564+16.5% | $5,116+26.7% | $6,507-0.4% |
| Admin fee / account holder | $2,971 | $9,860-69.9% | $8,919-66.7% | $12,624-76.5% |