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 | $132,166 | $179,726-26.5% | $156,263-15.4% | $142,382-7.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 2.32% | 77.86%-75.5pp | 59.47%-57.1pp | 217.08%-214.8pp |
| Employer contribution / active EE | $19,880 | $5,069+292.2% | $4,333+358.8% | $4,299+362.4% |
| Participant deferral / active EE | $18,353 | $6,956+163.8% | $6,158+198.0% | $6,507+182.0% |
| Admin fee / account holder | $477,719 | $17,272+2665.8% | $14,255+3251.3% | $12,624+3684.3% |