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 | $131,713 | $217,402-39.4% | $185,823-29.1% | $167,490-21.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 5.77% | 148.36%-142.6pp | 122.05%-116.3pp | 478.56%-472.8pp |
| Employer contribution / active EE | $4,292 | $5,873-26.9% | $5,167-16.9% | $4,837-11.3% |
| Participant deferral / active EE | $5,760 | $6,356-9.4% | $5,568+3.5% | $6,341-9.2% |
| Admin fee / account holder | $1,868 | $19,811-90.6% | $16,237-88.5% | $12,309-84.8% |