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 | $52,515 | $209,336-74.9% | $197,124-73.4% | $137,256-61.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 10.62% | 48.09%-37.5pp | 44.34%-33.7pp | 220.34%-209.7pp |
| Employer contribution / active EE | $7,795 | $6,591+18.3% | $6,227+25.2% | $4,156+87.6% |
| Participant deferral / active EE | $7,791 | $9,614-19.0% | $9,135-14.7% | $6,407+21.6% |
| Admin fee / account holder | $4,816 | $17,308-72.2% | $16,298-70.5% | $12,270-60.8% |