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 | $201,879 | $210,648-4.2% | $177,989+13.4% | $145,922+38.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 4.99% | 385.86%-380.9pp | 294.48%-289.5pp | 561.29%-556.3pp |
| Employer contribution / active EE | $4,497 | $4,565-1.5% | $3,949+13.9% | $4,660-3.5% |
| Participant deferral / active EE | $7,823 | $6,958+12.4% | $6,276+24.6% | $6,688+17.0% |
| Admin fee / account holder | $4,532 | $12,013-62.3% | $10,363-56.3% | $13,397-66.2% |