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 | $162,157 | $86,286+87.9% | $111,297+45.7% | $85,850+88.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 9.31% | 19.99%-10.7pp | 54.65%-45.3pp | 318.53%-309.2pp |
| Employer contribution / active EE | $7,960 | $2,043+289.6% | $2,731+191.5% | $2,565+210.3% |
| Participant deferral / active EE | $6,856 | $3,641+88.3% | $4,487+52.8% | $3,952+73.5% |
| Admin fee / account holder | $842 | $8,188-89.7% | $7,964-89.4% | $6,260-86.6% |