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 6-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 | $27,088 | $159,602-83.0% | $150,045-81.9% | $142,382-81.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 5.25% | 70.24%-65.0pp | 62.55%-57.3pp | 217.08%-211.8pp |
| Employer contribution / active EE | $5,692 | $4,961+14.8% | $4,693+21.3% | $4,299+32.4% |
| Participant deferral / active EE | $7,674 | $8,310-7.7% | $7,997-4.0% | $6,507+17.9% |
| Admin fee / account holder | $69,953 | $14,846+371.2% | $13,435+420.7% | $12,624+454.1% |