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 | $55,547 | $127,065-56.3% | $113,168-50.9% | $142,382-61.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | -1.06% | 24.03%-25.1pp | 24.27%-25.3pp | 217.08%-218.1pp |
| Employer contribution / active EE | $9,934 | $3,442+188.6% | $2,975+233.9% | $4,299+131.1% |
| Participant deferral / active EE | $7,750 | $5,716+35.6% | $5,107+51.8% | $6,507+19.1% |
| Admin fee / account holder | $4,911 | $15,736-68.8% | $12,068-59.3% | $12,624-61.1% |