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 5-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 | $173,941 | $176,056-1.2% | $159,436+9.1% | $167,490+3.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.63% | 331.75%-323.1pp | 263.57%-254.9pp | 478.56%-469.9pp |
| Employer contribution / active EE | $4,632 | $5,297-12.6% | $4,829-4.1% | $4,837-4.2% |
| Participant deferral / active EE | $17,745 | $7,750+129.0% | $7,352+141.4% | $6,341+179.8% |
| Admin fee / account holder | $1,975 | $12,554-84.3% | $10,799-81.7% | $12,309-84.0% |