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 | $155,589 | $165,984-6.3% | $164,813-5.6% | $145,922+6.6% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 7.79% | 100.03%-92.2pp | 69.93%-62.1pp | 561.29%-553.5pp |
| Employer contribution / active EE | $5,567 | $5,273+5.6% | $4,341+28.3% | $4,660+19.5% |
| Participant deferral / active EE | $13,605 | $6,959+95.5% | $6,031+125.6% | $6,688+103.4% |
| Admin fee / account holder | $23,262 | $16,648+39.7% | $12,690+83.3% | $13,397+73.6% |