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 | $53,274 | $177,572-70.0% | $154,803-65.6% | $142,382-62.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 6.60% | 65.07%-58.5pp | 58.88%-52.3pp | 217.08%-210.5pp |
| Employer contribution / active EE | $7,175 | $4,810+49.2% | $4,305+66.6% | $4,299+66.9% |
| Participant deferral / active EE | $5,604 | $6,272-10.6% | $5,540+1.1% | $6,507-13.9% |
| Admin fee / account holder | $2,859 | $16,786-83.0% | $14,329-80.1% | $12,624-77.4% |