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 4-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 | $133,898 | $148,534-9.9% | $135,903-1.5% | $139,434-4.0% |
| Participation rate | 84.2% | 83.9%+0.4pp | 81.9%+2.3pp | 80.3%+3.9pp |
| Annual return | 11.72% | 79.19%-67.5pp | 68.23%-56.5pp | 372.94%-361.2pp |
| Employer contribution / active EE | $2,072 | $5,243-60.5% | $4,856-57.3% | $4,751-56.4% |
| Participant deferral / active EE | $6,206 | $8,100-23.4% | $7,758-20.0% | $6,710-7.5% |
| Admin fee / account holder | $2,876 | $12,400-76.8% | $10,762-73.3% | $11,403-74.8% |