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 | $39,254 | $179,726-78.2% | $156,263-74.9% | $142,382-72.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 7.50% | 77.86%-70.4pp | 59.47%-52.0pp | 217.08%-209.6pp |
| Employer contribution / active EE | $2,756 | $5,069-45.6% | $4,333-36.4% | $4,299-35.9% |
| Participant deferral / active EE | $7,255 | $6,956+4.3% | $6,158+17.8% | $6,507+11.5% |
| Admin fee / account holder | $5,614 | $17,272-67.5% | $14,255-60.6% | $12,624-55.5% |