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 | $157,663 | $159,901-1.4% | $146,958+7.3% | $145,922+8.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.15% | 98.13%-89.0pp | 418.34%-409.2pp | 561.29%-552.1pp |
| Employer contribution / active EE | $8,340 | $5,286+57.8% | $4,933+69.1% | $4,660+79.0% |
| Participant deferral / active EE | $12,521 | $8,428+48.6% | $8,070+55.2% | $6,688+87.2% |
| Admin fee / account holder | $1,524 | $15,044-89.9% | $12,998-88.3% | $13,397-88.6% |