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 8-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 | $185,508 | $176,056+5.4% | $159,436+16.4% | $167,490+10.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 3.93% | 331.75%-327.8pp | 263.57%-259.6pp | 478.56%-474.6pp |
| Employer contribution / active EE | $6,771 | $5,297+27.8% | $4,829+40.2% | $4,837+40.0% |
| Participant deferral / active EE | $9,444 | $7,750+21.9% | $7,352+28.5% | $6,341+48.9% |
| Admin fee / account holder | $2,078 | $12,554-83.4% | $10,799-80.8% | $12,309-83.1% |