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 | $80,681 | $110,809-27.2% | $86,874-7.1% | $167,490-51.8% |
| Participation rate | 85.7% | 75.8%+9.9pp | 71.6%+14.1pp | 82.1%+3.6pp |
| Annual return | 6.60% | 116.98%-110.4pp | 63.52%-56.9pp | 478.56%-472.0pp |
| Employer contribution / active EE | $4,240 | $3,244+30.7% | $2,495+69.9% | $4,837-12.4% |
| Participant deferral / active EE | $8,976 | $4,546+97.4% | $3,699+142.7% | $6,341+41.5% |
| Admin fee / account holder | $1,620 | $8,415-80.7% | $5,828-72.2% | $12,309-86.8% |