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 4-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 | $79,377 | $177,572-55.3% | $154,803-48.7% | $142,382-44.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 4.39% | 65.07%-60.7pp | 58.88%-54.5pp | 217.08%-212.7pp |
| Employer contribution / active EE | $5,949 | $4,810+23.7% | $4,305+38.2% | $4,299+38.4% |
| Participant deferral / active EE | $4,127 | $6,272-34.2% | $5,540-25.5% | $6,507-36.6% |
| Admin fee / account holder | $2,902 | $16,786-82.7% | $14,329-79.7% | $12,624-77.0% |