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 | $27,824 | $175,202-84.1% | $149,673-81.4% | $139,434-80.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 6.34% | 166.71%-160.4pp | 134.42%-128.1pp | 372.94%-366.6pp |
| Employer contribution / active EE | $3,561 | $5,474-35.0% | $4,818-26.1% | $4,751-25.1% |
| Participant deferral / active EE | $12,378 | $6,519+89.9% | $5,680+117.9% | $6,710+84.5% |
| Admin fee / account holder | $2,211 | $16,150-86.3% | $13,210-83.3% | $11,403-80.6% |