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 9-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 | $119,807 | $197,591-39.4% | $177,821-32.6% | $158,922-24.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 5.90% | 58.76%-52.9pp | 48.32%-42.4pp | 302.83%-296.9pp |
| Employer contribution / active EE | $3,118 | $6,697-53.4% | $5,918-47.3% | $4,761-34.5% |
| Participant deferral / active EE | $6,535 | $8,405-22.2% | $7,714-15.3% | $5,982+9.2% |
| Admin fee / account holder | $2,426 | $15,399-84.2% | $12,427-80.5% | $11,246-78.4% |