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 | $85,323 | $177,572-52.0% | $154,803-44.9% | $142,382-40.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 10.48% | 65.07%-54.6pp | 58.88%-48.4pp | 217.08%-206.6pp |
| Employer contribution / active EE | $2,398 | $4,810-50.2% | $4,305-44.3% | $4,299-44.2% |
| Participant deferral / active EE | $3,265 | $6,272-47.9% | $5,540-41.1% | $6,507-49.8% |
| Admin fee / account holder | $31,239 | $16,786+86.1% | $14,329+118.0% | $12,624+147.5% |