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 | $140,097 | $201,272-30.4% | $184,203-23.9% | $145,922-4.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 5.39% | 29.00%-23.6pp | 28.81%-23.4pp | 561.29%-555.9pp |
| Employer contribution / active EE | $44,221 | $7,022+529.8% | $6,427+588.0% | $4,660+849.0% |
| Participant deferral / active EE | $22,150 | $9,806+125.9% | $9,131+142.6% | $6,688+231.2% |
| Admin fee / account holder | $28,611 | $16,364+74.8% | $13,901+105.8% | $13,397+113.6% |