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 | $80,038 | $97,744-18.1% | $103,476-22.7% | $145,922-45.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 9.55% | 25.41%-15.9pp | 23.90%-14.4pp | 561.29%-551.7pp |
| Employer contribution / active EE | $2,061 | $4,677-55.9% | $4,672-55.9% | $4,660-55.8% |
| Participant deferral / active EE | $10,330 | $6,603+56.4% | $6,623+56.0% | $6,688+54.5% |
| Admin fee / account holder | $5,619 | $12,515-55.1% | $9,413-40.3% | $13,397-58.1% |