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 | $239,614 | $116,175+106.3% | $93,606+156.0% | $152,861+56.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 4.54% | 35.96%-31.4pp | 32.76%-28.2pp | 345.32%-340.8pp |
| Employer contribution / active EE | $3,468 | $3,218+7.8% | $2,718+27.6% | $4,762-27.2% |
| Participant deferral / active EE | $4,102 | $4,603-10.9% | $4,069+0.8% | $5,850-29.9% |
| Admin fee / account holder | $4,655 | $10,748-56.7% | $7,888-41.0% | $11,596-59.9% |