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 | $214,378-39.3% | $200,582-35.1% | $142,382-8.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | -1.46% | 46.41%-47.9pp | 42.33%-43.8pp | 217.08%-218.5pp |
| Employer contribution / active EE | $32,806 | $6,841+379.5% | $6,419+411.1% | $4,299+663.1% |
| Participant deferral / active EE | $25,369 | $9,865+157.2% | $9,331+171.9% | $6,507+289.9% |
| Admin fee / account holder | $3,454 | $17,692-80.5% | $16,305-78.8% | $12,624-72.6% |