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 3-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 | $155,651 | $214,378-27.4% | $200,582-22.4% | $142,382+9.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 1.92% | 46.41%-44.5pp | 42.33%-40.4pp | 217.08%-215.2pp |
| Employer contribution / active EE | $7,581 | $6,841+10.8% | $6,419+18.1% | $4,299+76.3% |
| Participant deferral / active EE | $7,292 | $9,865-26.1% | $9,331-21.9% | $6,507+12.1% |
| Admin fee / account holder | $81,877 | $17,692+362.8% | $16,305+402.2% | $12,624+548.6% |