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 | $70,855 | $111,754-36.6% | $103,333-31.4% | $145,922-51.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.65% | 24.77%-16.1pp | 24.88%-16.2pp | 561.29%-552.6pp |
| Employer contribution / active EE | $29,320 | $4,212+596.0% | $3,868+658.1% | $4,660+529.2% |
| Participant deferral / active EE | $5,406 | $5,619-3.8% | $5,057+6.9% | $6,688-19.2% |
| Admin fee / account holder | $4,751 | $9,750-51.3% | $8,355-43.1% | $13,397-64.5% |