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 | $131,324 | $214,378-38.7% | $200,582-34.5% | $142,382-7.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 9.67% | 46.41%-36.7pp | 42.33%-32.7pp | 217.08%-207.4pp |
| Employer contribution / active EE | $7,363 | $6,841+7.6% | $6,419+14.7% | $4,299+71.3% |
| Participant deferral / active EE | $12,218 | $9,865+23.9% | $9,331+30.9% | $6,507+87.8% |
| Admin fee / account holder | $4,121 | $17,692-76.7% | $16,305-74.7% | $12,624-67.4% |