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 | $149,672 | $177,572-15.7% | $154,803-3.3% | $142,382+5.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 10.51% | 65.07%-54.6pp | 58.88%-48.4pp | 217.08%-206.6pp |
| Employer contribution / active EE | $9,583 | $4,810+99.2% | $4,305+122.6% | $4,299+122.9% |
| Participant deferral / active EE | $8,780 | $6,272+40.0% | $5,540+58.5% | $6,507+34.9% |
| Admin fee / account holder | $8,979 | $16,786-46.5% | $14,329-37.3% | $12,624-28.9% |