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 8-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 | $131,765 | $197,591-33.3% | $177,821-25.9% | $158,922-17.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 1.59% | 58.76%-57.2pp | 48.32%-46.7pp | 302.83%-301.2pp |
| Employer contribution / active EE | $16,619 | $6,697+148.1% | $5,918+180.8% | $4,761+249.0% |
| Participant deferral / active EE | $10,511 | $8,405+25.1% | $7,714+36.3% | $5,982+75.7% |
| Admin fee / account holder | $7,245 | $15,399-53.0% | $12,427-41.7% | $11,246-35.6% |