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 8-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 | $31,794 | $157,256-79.8% | $141,162-77.5% | $152,861-79.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 4.86% | 64.32%-59.5pp | 71.39%-66.5pp | 345.32%-340.5pp |
| Employer contribution / active EE | $1,651 | $5,261-68.6% | $4,735-65.1% | $4,762-65.3% |
| Participant deferral / active EE | $5,171 | $7,109-27.3% | $6,709-22.9% | $5,850-11.6% |
| Admin fee / account holder | $1,717 | $12,120-85.8% | $10,261-83.3% | $11,596-85.2% |