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 | $166,834 | $180,028-7.3% | $138,135+20.8% | $158,922+5.0% |
| Participation rate | 71.4% | 82.2%-10.8pp | 78.7%-7.3pp | 82.0%-10.5pp |
| Annual return | 2.44% | 21.68%-19.2pp | 20.51%-18.1pp | 302.83%-300.4pp |
| Employer contribution / active EE | $0 | $7,470-100.0% | $5,587-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $6,921 | $7,717-10.3% | $6,431+7.6% | $5,982+15.7% |
| Admin fee / account holder | $296,340 | $17,912+1554.4% | $11,856+2399.5% | $11,246+2535.1% |