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 8-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 | $75,411 | $177,572-57.5% | $154,803-51.3% | $142,382-47.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 5.81% | 65.07%-59.3pp | 58.88%-53.1pp | 217.08%-211.3pp |
| Employer contribution / active EE | $6,356 | $4,810+32.1% | $4,305+47.6% | $4,299+47.8% |
| Participant deferral / active EE | $4,700 | $6,272-25.1% | $5,540-15.2% | $6,507-27.8% |
| Admin fee / account holder | $1,343 | $16,786-92.0% | $14,329-90.6% | $12,624-89.4% |