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 | $130,381 | $209,411-37.7% | $178,490-27.0% | $158,922-18.0% |
| Participation rate | 94.1% | 86.3%+7.8pp | 81.9%+12.2pp | 82.0%+12.2pp |
| Annual return | 3.59% | 188.75%-185.2pp | 151.07%-147.5pp | 302.83%-299.2pp |
| Employer contribution / active EE | $5,725 | $5,706+0.3% | $5,011+14.3% | $4,761+20.2% |
| Participant deferral / active EE | $5,160 | $5,954-13.3% | $5,202-0.8% | $5,982-13.7% |
| Admin fee / account holder | $1,482 | $17,074-91.3% | $13,984-89.4% | $11,246-86.8% |