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 | $87,807 | $177,572-50.6% | $154,803-43.3% | $142,382-38.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 7.35% | 65.07%-57.7pp | 58.88%-51.5pp | 217.08%-209.7pp |
| Employer contribution / active EE | $3,200 | $4,810-33.5% | $4,305-25.7% | $4,299-25.6% |
| Participant deferral / active EE | $4,800 | $6,272-23.5% | $5,540-13.4% | $6,507-26.2% |
| Admin fee / account holder | $140,065 | $16,786+734.4% | $14,329+877.5% | $12,624+1009.5% |