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 10-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 | $130,172 | $183,519-29.1% | $155,509-16.3% | $145,922-10.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.83% | 61.17%-56.3pp | 64.67%-59.8pp | 561.29%-556.5pp |
| Employer contribution / active EE | $5,211 | $5,313-1.9% | $4,672+11.5% | $4,660+11.8% |
| Participant deferral / active EE | $8,620 | $6,462+33.4% | $5,626+53.2% | $6,688+28.9% |
| Admin fee / account holder | $2,879 | $19,313-85.1% | $15,912-81.9% | $13,397-78.5% |