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 | $94,433 | $179,726-47.5% | $156,263-39.6% | $142,382-33.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 5.60% | 77.86%-72.3pp | 59.47%-53.9pp | 217.08%-211.5pp |
| Employer contribution / active EE | $7,898 | $5,069+55.8% | $4,333+82.3% | $4,299+83.7% |
| Participant deferral / active EE | $8,058 | $6,956+15.8% | $6,158+30.8% | $6,507+23.8% |
| Admin fee / account holder | $795 | $17,272-95.4% | $14,255-94.4% | $12,624-93.7% |