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 | $28,445 | $159,602-82.2% | $150,045-81.0% | $142,382-80.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 9.85% | 70.24%-60.4pp | 62.55%-52.7pp | 217.08%-207.2pp |
| Employer contribution / active EE | $2,936 | $4,961-40.8% | $4,693-37.4% | $4,299-31.7% |
| Participant deferral / active EE | $13,323 | $8,310+60.3% | $7,997+66.6% | $6,507+104.7% |
| Admin fee / account holder | $33,906 | $14,846+128.4% | $13,435+152.4% | $12,624+168.6% |