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 | $121,841 | $165,335-26.3% | $149,696-18.6% | $158,922-23.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.12% | 348.15%-342.0pp | 276.60%-270.5pp | 302.83%-296.7pp |
| Employer contribution / active EE | $3,644 | $5,103-28.6% | $4,644-21.5% | $4,761-23.5% |
| Participant deferral / active EE | $9,286 | $7,181+29.3% | $6,842+35.7% | $5,982+55.2% |
| Admin fee / account holder | $34,382 | $10,807+218.2% | $9,309+269.4% | $11,246+205.7% |