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 | $135,560 | $183,519-26.1% | $155,509-12.8% | $145,922-7.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.30% | 61.17%-53.9pp | 64.67%-57.4pp | 561.29%-554.0pp |
| Employer contribution / active EE | $1,918 | $5,313-63.9% | $4,672-59.0% | $4,660-58.8% |
| Participant deferral / active EE | $9,658 | $6,462+49.4% | $5,626+71.7% | $6,688+44.4% |
| Admin fee / account holder | $34,217 | $19,313+77.2% | $15,912+115.0% | $13,397+155.4% |