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 | $39,250 | $111,754-64.9% | $103,333-62.0% | $145,922-73.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.82% | 24.77%-16.0pp | 24.88%-16.1pp | 561.29%-552.5pp |
| Employer contribution / active EE | $2,445 | $4,212-42.0% | $3,868-36.8% | $4,660-47.5% |
| Participant deferral / active EE | $6,443 | $5,619+14.7% | $5,057+27.4% | $6,688-3.7% |
| Admin fee / account holder | $15,479 | $9,750+58.8% | $8,355+85.3% | $13,397+15.5% |