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 | $73,134 | $177,572-58.8% | $154,803-52.8% | $142,382-48.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 6.73% | 65.07%-58.3pp | 58.88%-52.2pp | 217.08%-210.3pp |
| Employer contribution / active EE | $5,403 | $4,810+12.3% | $4,305+25.5% | $4,299+25.7% |
| Participant deferral / active EE | $15,450 | $6,272+146.4% | $5,540+178.9% | $6,507+137.4% |
| Admin fee / account holder | $737 | $16,786-95.6% | $14,329-94.9% | $12,624-94.2% |