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 | $151,734 | $148,534+2.2% | $135,903+11.6% | $139,434+8.8% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 10.73% | 79.19%-68.5pp | 68.23%-57.5pp | 372.94%-362.2pp |
| Employer contribution / active EE | $3,180 | $5,243-39.3% | $4,856-34.5% | $4,751-33.1% |
| Participant deferral / active EE | $14,190 | $8,100+75.2% | $7,758+82.9% | $6,710+111.5% |
| Admin fee / account holder | $1,768 | $12,400-85.7% | $10,762-83.6% | $11,403-84.5% |