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 | $55,449 | $165,984-66.6% | $164,813-66.4% | $145,922-62.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 5.16% | 100.03%-94.9pp | 69.93%-64.8pp | 561.29%-556.1pp |
| Employer contribution / active EE | $22,937 | $5,273+335.0% | $4,341+428.4% | $4,660+392.2% |
| Participant deferral / active EE | $15,250 | $6,959+119.1% | $6,031+152.8% | $6,688+128.0% |
| Admin fee / account holder | $14,516 | $16,648-12.8% | $12,690+14.4% | $13,397+8.4% |