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 | $145,295 | $157,256-7.6% | $141,162+2.9% | $152,861-4.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 13.28% | 64.32%-51.0pp | 71.39%-58.1pp | 345.32%-332.0pp |
| Employer contribution / active EE | $4,842 | $5,261-8.0% | $4,735+2.3% | $4,762+1.7% |
| Participant deferral / active EE | $5,344 | $7,109-24.8% | $6,709-20.3% | $5,850-8.7% |
| Admin fee / account holder | $211,377 | $12,120+1644.0% | $10,261+1960.0% | $11,596+1722.8% |