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 | $80,844 | $159,602-49.3% | $150,045-46.1% | $142,382-43.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 11.70% | 70.24%-58.5pp | 62.55%-50.8pp | 217.08%-205.4pp |
| Employer contribution / active EE | $3,059 | $4,961-38.3% | $4,693-34.8% | $4,299-28.9% |
| Participant deferral / active EE | $12,378 | $8,310+49.0% | $7,997+54.8% | $6,507+90.2% |
| Admin fee / account holder | $653 | $14,846-95.6% | $13,435-95.1% | $12,624-94.8% |