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 | $183,647 | $154,117+19.2% | $129,995+41.3% | $139,434+31.7% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.5%+13.2pp | 80.3%+11.3pp |
| Annual return | 5.25% | 32.48%-27.2pp | -137.18%+142.4pp | 372.94%-367.7pp |
| Employer contribution / active EE | $2,122 | $5,289-59.9% | $4,320-50.9% | $4,751-55.3% |
| Participant deferral / active EE | $5,265 | $6,710-21.5% | $5,820-9.5% | $6,710-21.5% |
| Admin fee / account holder | $1,588 | $14,007-88.7% | $10,614-85.0% | $11,403-86.1% |