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 | $111,464 | $101,955+9.3% | $112,887-1.3% | $71,457+56.0% |
| Participation rate | 75.4% | 82.1%-6.7pp | 80.5%-5.1pp | 67.9%+7.5pp |
| Annual return | 13.13% | 28.92%-15.8pp | 34.10%-21.0pp | 28.85%-15.7pp |
| Employer contribution / active EE | $0 | $4,743-100.0% | $4,563-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $5,236 | $6,771-22.7% | $6,513-19.6% | $4,289+22.1% |
| Admin fee / account holder | $27,893 | $1,395+1899.7% | $7,047+295.8% | $1,587+1657.2% |