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 | $147,902 | $100,852+46.7% | $90,404+63.6% | $158,922-6.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 2.58% | 1724.20%-1721.6pp | 1293.02%-1290.4pp | 302.83%-300.2pp |
| Employer contribution / active EE | $3,875 | $3,689+5.1% | $3,262+18.8% | $4,761-18.6% |
| Participant deferral / active EE | $8,760 | $4,348+101.5% | $3,963+121.0% | $5,982+46.4% |
| Admin fee / account holder | $1,614 | $6,501-75.2% | $5,611-71.2% | $11,246-85.6% |