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 | $76,997 | $127,777-39.7% | $106,548-27.7% | $167,490-54.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 5.44% | 33.87%-28.4pp | 26.80%-21.4pp | 478.56%-473.1pp |
| Employer contribution / active EE | $4,892 | $3,427+42.8% | $2,819+73.5% | $4,837+1.1% |
| Participant deferral / active EE | $9,847 | $5,087+93.6% | $4,398+123.9% | $6,341+55.3% |
| Admin fee / account holder | $1,654 | $11,228-85.3% | $7,407-77.7% | $12,309-86.6% |