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 3-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 | $45,868 | $105,126-56.4% | $94,646-51.5% | $139,434-67.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 10.03% | 38.03%-28.0pp | 156.71%-146.7pp | 372.94%-362.9pp |
| Employer contribution / active EE | $2,250 | $4,106-45.2% | $3,672-38.7% | $4,751-52.6% |
| Participant deferral / active EE | $6,750 | $7,599-11.2% | $7,418-9.0% | $6,710+0.6% |
| Admin fee / account holder | $8,688 | $8,984-3.3% | $7,231+20.1% | $11,403-23.8% |