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 5-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 | $143,490 | $172,111-16.6% | $150,298-4.5% | $137,256+4.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 7.86% | 69.37%-61.5pp | 62.79%-54.9pp | 220.34%-212.5pp |
| Employer contribution / active EE | $17,440 | $4,636+276.2% | $4,154+319.8% | $4,156+319.6% |
| Participant deferral / active EE | $13,375 | $6,166+116.9% | $5,453+145.3% | $6,407+108.8% |
| Admin fee / account holder | $1,654 | $16,471-90.0% | $14,116-88.3% | $12,270-86.5% |