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 | $130,226 | $209,336-37.8% | $197,124-33.9% | $137,256-5.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | -1.46% | 48.09%-49.5pp | 44.34%-45.8pp | 220.34%-221.8pp |
| Employer contribution / active EE | $32,806 | $6,591+397.8% | $6,227+426.8% | $4,156+689.4% |
| Participant deferral / active EE | $25,369 | $9,614+163.9% | $9,135+177.7% | $6,407+296.0% |
| Admin fee / account holder | $3,454 | $17,308-80.0% | $16,298-78.8% | $12,270-71.9% |