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 5-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 | $154,547 | $183,519-15.8% | $155,509-0.6% | $145,922+5.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.02% | 61.17%-53.1pp | 64.67%-56.6pp | 561.29%-553.3pp |
| Employer contribution / active EE | $4,716 | $5,313-11.2% | $4,672+0.9% | $4,660+1.2% |
| Participant deferral / active EE | $13,157 | $6,462+103.6% | $5,626+133.8% | $6,688+96.7% |
| Admin fee / account holder | $1,197 | $19,313-93.8% | $15,912-92.5% | $13,397-91.1% |