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 7-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 | $163,759 | $209,411-21.8% | $178,490-8.3% | $158,922+3.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.03% | 188.75%-184.7pp | 151.07%-147.0pp | 302.83%-298.8pp |
| Employer contribution / active EE | $2,921 | $5,706-48.8% | $5,011-41.7% | $4,761-38.7% |
| Participant deferral / active EE | $6,143 | $5,954+3.2% | $5,202+18.1% | $5,982+2.7% |
| Admin fee / account holder | $2,428 | $17,074-85.8% | $13,984-82.6% | $11,246-78.4% |