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 | $68,603 | $154,117-55.5% | $129,995-47.2% | $139,434-50.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 4.75% | 32.48%-27.7pp | -137.18%+141.9pp | 372.94%-368.2pp |
| Employer contribution / active EE | $15,324 | $5,289+189.7% | $4,320+254.7% | $4,751+222.6% |
| Participant deferral / active EE | $8,571 | $6,710+27.7% | $5,820+47.3% | $6,710+27.7% |
| Admin fee / account holder | $403 | $14,007-97.1% | $10,614-96.2% | $11,403-96.5% |