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 | $146,914 | $210,648-30.3% | $177,989-17.5% | $145,922+0.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 6.26% | 385.86%-379.6pp | 294.48%-288.2pp | 561.29%-555.0pp |
| Employer contribution / active EE | $16,965 | $4,565+271.7% | $3,949+329.6% | $4,660+264.1% |
| Participant deferral / active EE | $1,875 | $6,958-73.1% | $6,276-70.1% | $6,688-72.0% |
| Admin fee / account holder | $5,458 | $12,013-54.6% | $10,363-47.3% | $13,397-59.3% |