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 | $134,264 | $159,602-15.9% | $150,045-10.5% | $142,382-5.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 4.23% | 70.24%-66.0pp | 62.55%-58.3pp | 217.08%-212.8pp |
| Employer contribution / active EE | $19,872 | $4,961+300.6% | $4,693+323.4% | $4,299+362.2% |
| Participant deferral / active EE | $14,875 | $8,310+79.0% | $7,997+86.0% | $6,507+128.6% |
| Admin fee / account holder | $764 | $14,846-94.9% | $13,435-94.3% | $12,624-93.9% |