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 | $114,956 | $71,829+60.0% | $69,780+64.7% | $142,382-19.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.3%+20.7pp | 80.1%+19.9pp |
| Annual return | 8.38% | 31.01%-22.6pp | 26.31%-17.9pp | 217.08%-208.7pp |
| Employer contribution / active EE | $9,425 | $4,385+114.9% | $4,168+126.1% | $4,299+119.2% |
| Participant deferral / active EE | $4,802 | $6,819-29.6% | $6,164-22.1% | $6,507-26.2% |
| Admin fee / account holder | $79,598 | $7,818+918.1% | $7,285+992.6% | $12,624+530.5% |