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 | $72,711 | $177,572-59.1% | $154,803-53.0% | $142,382-48.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 4.44% | 65.07%-60.6pp | 58.88%-54.4pp | 217.08%-212.6pp |
| Employer contribution / active EE | $2,093 | $4,810-56.5% | $4,305-51.4% | $4,299-51.3% |
| Participant deferral / active EE | $7,833 | $6,272+24.9% | $5,540+41.4% | $6,507+20.4% |
| Admin fee / account holder | $5,577 | $16,786-66.8% | $14,329-61.1% | $12,624-55.8% |