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 7-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 | $148,932 | $183,963-19.0% | $162,163-8.2% | $152,861-2.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 11.50% | 150.76%-139.3pp | 115.59%-104.1pp | 345.32%-333.8pp |
| Employer contribution / active EE | $2,987 | $6,371-53.1% | $5,614-46.8% | $4,762-37.3% |
| Participant deferral / active EE | $9,100 | $8,034+13.3% | $7,298+24.7% | $5,850+55.6% |
| Admin fee / account holder | $78,697 | $13,121+499.8% | $10,843+625.8% | $11,596+578.6% |