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 3-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 | $100,200 | $148,534-32.5% | $135,903-26.3% | $139,434-28.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 4.69% | 79.19%-74.5pp | 68.23%-63.5pp | 372.94%-368.2pp |
| Employer contribution / active EE | $3,383 | $5,243-35.5% | $4,856-30.3% | $4,751-28.8% |
| Participant deferral / active EE | $7,289 | $8,100-10.0% | $7,758-6.0% | $6,710+8.6% |
| Admin fee / account holder | $1,502 | $12,400-87.9% | $10,762-86.0% | $11,403-86.8% |