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 6-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 | $153,123 | $217,402-29.6% | $185,823-17.6% | $167,490-8.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 5.16% | 148.36%-143.2pp | 122.05%-116.9pp | 478.56%-473.4pp |
| Employer contribution / active EE | $11,687 | $5,873+99.0% | $5,167+126.2% | $4,837+141.6% |
| Participant deferral / active EE | $8,278 | $6,356+30.2% | $5,568+48.7% | $6,341+30.5% |
| Admin fee / account holder | $108,865 | $19,811+449.5% | $16,237+570.5% | $12,309+784.4% |