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 7-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 | $25,608 | $154,228-83.4% | $145,433-82.4% | $137,256-81.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 7.93% | 74.59%-66.7pp | 66.58%-58.6pp | 220.34%-212.4pp |
| Employer contribution / active EE | $6,651 | $4,804+38.4% | $4,554+46.0% | $4,156+60.0% |
| Participant deferral / active EE | $9,092 | $8,216+10.7% | $7,897+15.1% | $6,407+41.9% |
| Admin fee / account holder | $13,024 | $14,344-9.2% | $13,129-0.8% | $12,270+6.1% |