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 | $136,962 | $148,534-7.8% | $135,903+0.8% | $139,434-1.8% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 10.23% | 79.19%-69.0pp | 68.23%-58.0pp | 372.94%-362.7pp |
| Employer contribution / active EE | $8,631 | $5,243+64.6% | $4,856+77.7% | $4,751+81.7% |
| Participant deferral / active EE | $9,656 | $8,100+19.2% | $7,758+24.5% | $6,710+43.9% |
| Admin fee / account holder | $128,506 | $12,400+936.4% | $10,762+1094.1% | $11,403+1027.0% |