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 6-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 | $192,589 | $159,901+20.4% | $146,958+31.1% | $145,922+32.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 3.02% | 98.13%-95.1pp | 418.34%-415.3pp | 561.29%-558.3pp |
| Employer contribution / active EE | $5,090 | $5,286-3.7% | $4,933+3.2% | $4,660+9.2% |
| Participant deferral / active EE | $28,000 | $8,428+232.2% | $8,070+247.0% | $6,688+318.7% |
| Admin fee / account holder | $3,023 | $15,044-79.9% | $12,998-76.7% | $13,397-77.4% |