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 | $164,940 | $217,402-24.1% | $185,823-11.2% | $167,490-1.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 0.64% | 148.36%-147.7pp | 122.05%-121.4pp | 478.56%-477.9pp |
| Employer contribution / active EE | $18,960 | $5,873+222.8% | $5,167+266.9% | $4,837+291.9% |
| Participant deferral / active EE | $22,750 | $6,356+257.9% | $5,568+308.6% | $6,341+258.8% |
| Admin fee / account holder | $1,443 | $19,811-92.7% | $16,237-91.1% | $12,309-88.3% |