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 7-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 | $96,937 | $177,572-45.4% | $154,803-37.4% | $142,382-31.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 9.53% | 65.07%-55.5pp | 58.88%-49.3pp | 217.08%-207.5pp |
| Employer contribution / active EE | $4,044 | $4,810-15.9% | $4,305-6.1% | $4,299-5.9% |
| Participant deferral / active EE | $13,139 | $6,272+109.5% | $5,540+137.1% | $6,507+101.9% |
| Admin fee / account holder | $191,034 | $16,786+1038.1% | $14,329+1233.2% | $12,624+1413.3% |