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 | $73,829 | $93,571-21.1% | $135,903-45.7% | $75,163-1.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 14.65% | 30.90%-16.3pp | 68.23%-53.6pp | 160.62%-146.0pp |
| Employer contribution / active EE | $1,737 | $3,537-50.9% | $4,856-64.2% | $2,670-35.0% |
| Participant deferral / active EE | $4,811 | $6,404-24.9% | $7,758-38.0% | $4,125+16.6% |
| Admin fee / account holder | $1,056 | $6,975-84.9% | $10,762-90.2% | $5,651-81.3% |