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 | $42,675 | $118,849-64.1% | $96,562-55.8% | $167,490-74.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 5.82% | 50.49%-44.7pp | 37.78%-32.0pp | 478.56%-472.7pp |
| Employer contribution / active EE | $12,199 | $3,120+291.0% | $2,356+417.7% | $4,837+152.2% |
| Participant deferral / active EE | $7,200 | $4,616+56.0% | $3,849+87.1% | $6,341+13.5% |
| Admin fee / account holder | $1,091 | $8,065-86.5% | $6,181-82.3% | $12,309-91.1% |