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 9-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 | $172,060 | $209,411-17.8% | $178,490-3.6% | $158,922+8.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.04% | 188.75%-182.7pp | 151.07%-145.0pp | 302.83%-296.8pp |
| Employer contribution / active EE | $3,691 | $5,706-35.3% | $5,011-26.3% | $4,761-22.5% |
| Participant deferral / active EE | $8,970 | $5,954+50.6% | $5,202+72.4% | $5,982+49.9% |
| Admin fee / account holder | $12,116 | $17,074-29.0% | $13,984-13.4% | $11,246+7.7% |