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 | $115,898 | $214,378-45.9% | $200,582-42.2% | $142,382-18.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 8.33% | 46.41%-38.1pp | 42.33%-34.0pp | 217.08%-208.7pp |
| Employer contribution / active EE | $14,463 | $6,841+111.4% | $6,419+125.3% | $4,299+236.4% |
| Participant deferral / active EE | $5,748 | $9,865-41.7% | $9,331-38.4% | $6,507-11.7% |
| Admin fee / account holder | $2,359 | $17,692-86.7% | $16,305-85.5% | $12,624-81.3% |