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 | $134,516 | $157,256-14.5% | $141,162-4.7% | $152,861-12.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 13.90% | 64.32%-50.4pp | 71.39%-57.5pp | 345.32%-331.4pp |
| Employer contribution / active EE | $9,400 | $5,261+78.7% | $4,735+98.5% | $4,762+97.4% |
| Participant deferral / active EE | $4,891 | $7,109-31.2% | $6,709-27.1% | $5,850-16.4% |
| Admin fee / account holder | $915 | $12,120-92.5% | $10,261-91.1% | $11,596-92.1% |