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 | $143,166 | $111,754+28.1% | $103,333+38.5% | $145,922-1.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 3.96% | 24.77%-20.8pp | 24.88%-20.9pp | 561.29%-557.3pp |
| Employer contribution / active EE | $4,102 | $4,212-2.6% | $3,868+6.1% | $4,660-12.0% |
| Participant deferral / active EE | $8,149 | $5,619+45.0% | $5,057+61.1% | $6,688+21.8% |
| Admin fee / account holder | $1,056,355 | $9,750+10734.2% | $8,355+12543.8% | $13,397+7785.0% |