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 | $45,798 | $159,602-71.3% | $150,045-69.5% | $142,382-67.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.29% | 70.24%-57.9pp | 62.55%-50.3pp | 217.08%-204.8pp |
| Employer contribution / active EE | $2,719 | $4,961-45.2% | $4,693-42.1% | $4,299-36.8% |
| Participant deferral / active EE | $6,056 | $8,310-27.1% | $7,997-24.3% | $6,507-6.9% |
| Admin fee / account holder | $27,101 | $14,846+82.5% | $13,435+101.7% | $12,624+114.7% |