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 | $20,309 | $177,572-88.6% | $154,803-86.9% | $142,382-85.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 9.89% | 65.07%-55.2pp | 58.88%-49.0pp | 217.08%-207.2pp |
| Employer contribution / active EE | $1,939 | $4,810-59.7% | $4,305-55.0% | $4,299-54.9% |
| Participant deferral / active EE | $5,845 | $6,272-6.8% | $5,540+5.5% | $6,507-10.2% |
| Admin fee / account holder | $1,631 | $16,786-90.3% | $14,329-88.6% | $12,624-87.1% |