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 | $103,801 | $154,228-32.7% | $145,433-28.6% | $137,256-24.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 6.99% | 74.59%-67.6pp | 66.58%-59.6pp | 220.34%-213.3pp |
| Employer contribution / active EE | $5,016 | $4,804+4.4% | $4,554+10.1% | $4,156+20.7% |
| Participant deferral / active EE | $9,622 | $8,216+17.1% | $7,897+21.8% | $6,407+50.2% |
| Admin fee / account holder | $201,508 | $14,344+1304.9% | $13,129+1434.8% | $12,270+1542.3% |