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 | $29,622 | $176,056-83.2% | $159,436-81.4% | $167,490-82.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 1.29% | 331.75%-330.5pp | 263.57%-262.3pp | 478.56%-477.3pp |
| Employer contribution / active EE | $7,387 | $5,297+39.4% | $4,829+53.0% | $4,837+52.7% |
| Participant deferral / active EE | $17,123 | $7,750+120.9% | $7,352+132.9% | $6,341+170.0% |
| Admin fee / account holder | $1,328 | $12,554-89.4% | $10,799-87.7% | $12,309-89.2% |