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 | $18,095 | $106,515-83.0% | $96,683-81.3% | $139,434-87.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 4.55% | 38.43%-33.9pp | 35.69%-31.1pp | 372.94%-368.4pp |
| Employer contribution / active EE | $2,614 | $4,103-36.3% | $3,737-30.0% | $4,751-45.0% |
| Participant deferral / active EE | $5,769 | $5,454+5.8% | $4,878+18.3% | $6,710-14.0% |
| Admin fee / account holder | $42,698 | $7,877+442.1% | $6,730+534.5% | $11,403+274.5% |