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 | $103,110 | $124,319-17.1% | $111,297-7.4% | $167,490-38.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 8.84% | 37.44%-28.6pp | 54.65%-45.8pp | 478.56%-469.7pp |
| Employer contribution / active EE | $10,259 | $3,435+198.6% | $2,731+275.6% | $4,837+112.1% |
| Participant deferral / active EE | $8,022 | $5,180+54.8% | $4,487+78.8% | $6,341+26.5% |
| Admin fee / account holder | $58,899 | $10,618+454.7% | $7,964+639.6% | $12,309+378.5% |