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 7-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 | $22,027 | $159,602-86.2% | $150,045-85.3% | $142,382-84.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 5.56% | 70.24%-64.7pp | 62.55%-57.0pp | 217.08%-211.5pp |
| Employer contribution / active EE | $7,849 | $4,961+58.2% | $4,693+67.2% | $4,299+82.6% |
| Participant deferral / active EE | $9,078 | $8,310+9.2% | $7,997+13.5% | $6,507+39.5% |
| Admin fee / account holder | $12,179 | $14,846-18.0% | $13,435-9.3% | $12,624-3.5% |