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 | $147,111 | $102,317+43.8% | $146,958+0.1% | $80,856+81.9% |
| Participation rate | 86.9% | 75.8%+11.1pp | 82.2%+4.7pp | 67.6%+19.2pp |
| Annual return | 6.46% | 134.76%-128.3pp | 418.34%-411.9pp | 35.59%-29.1pp |
| Employer contribution / active EE | $4,440 | $3,713+19.6% | $4,933-10.0% | $2,755+61.2% |
| Participant deferral / active EE | $0 | $6,644-100.0% | $8,070-100.0% | $4,296-100.0% |
| Admin fee / account holder | $13,751 | $7,941+73.2% | $12,998+5.8% | $6,918+98.8% |