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 3-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 | $125,728 | $183,519-31.5% | $155,509-19.2% | $145,922-13.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 3.64% | 61.17%-57.5pp | 64.67%-61.0pp | 561.29%-557.6pp |
| Employer contribution / active EE | $5,050 | $5,313-4.9% | $4,672+8.1% | $4,660+8.4% |
| Participant deferral / active EE | $6,811 | $6,462+5.4% | $5,626+21.1% | $6,688+1.8% |
| Admin fee / account holder | $224,335 | $19,313+1061.6% | $15,912+1309.9% | $13,397+1574.5% |