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 | $185,708 | $214,378-13.4% | $200,582-7.4% | $142,382+30.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 9.25% | 46.41%-37.2pp | 42.33%-33.1pp | 217.08%-207.8pp |
| Employer contribution / active EE | $7,451 | $6,841+8.9% | $6,419+16.1% | $4,299+73.3% |
| Participant deferral / active EE | $13,942 | $9,865+41.3% | $9,331+49.4% | $6,507+114.3% |
| Admin fee / account holder | $379,949 | $17,692+2047.6% | $16,305+2230.3% | $12,624+2909.8% |