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 | $59,445 | $177,572-66.5% | $154,803-61.6% | $142,382-58.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 10.67% | 65.07%-54.4pp | 58.88%-48.2pp | 217.08%-206.4pp |
| Employer contribution / active EE | $5,629 | $4,810+17.0% | $4,305+30.7% | $4,299+30.9% |
| Participant deferral / active EE | $5,438 | $6,272-13.3% | $5,540-1.9% | $6,507-16.4% |
| Admin fee / account holder | $1,122 | $16,786-93.3% | $14,329-92.2% | $12,624-91.1% |