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 | $74,510 | $169,161-56.0% | $129,295-42.4% | $145,959-49.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 6.88% | 14348.07%-14341.2pp | 9429.28%-9422.4pp | 561.95%-555.1pp |
| Employer contribution / active EE | $4,026 | $5,543-27.4% | $4,157-3.2% | $4,661-13.6% |
| Participant deferral / active EE | $12,174 | $4,989+144.0% | $4,169+192.0% | $6,689+82.0% |
| Admin fee / account holder | $10,840 | $9,878+9.7% | $7,665+41.4% | $13,398-19.1% |