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 | $84,613 | $159,901-47.1% | $146,958-42.4% | $145,922-42.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.83% | 98.13%-92.3pp | 418.34%-412.5pp | 561.29%-555.5pp |
| Employer contribution / active EE | $20,347 | $5,286+284.9% | $4,933+312.5% | $4,660+336.7% |
| Participant deferral / active EE | $15,469 | $8,428+83.5% | $8,070+91.7% | $6,688+131.3% |
| Admin fee / account holder | $493 | $15,044-96.7% | $12,998-96.2% | $13,397-96.3% |