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 | $132,364 | $154,228-14.2% | $145,433-9.0% | $137,256-3.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 4.81% | 74.59%-69.8pp | 66.58%-61.8pp | 220.34%-215.5pp |
| Employer contribution / active EE | $2,449 | $4,804-49.0% | $4,554-46.2% | $4,156-41.1% |
| Participant deferral / active EE | $11,650 | $8,216+41.8% | $7,897+47.5% | $6,407+81.8% |
| Admin fee / account holder | $94,757 | $14,344+560.6% | $13,129+621.7% | $12,270+672.3% |