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 8-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 | $89,343 | $74,888+19.3% | $71,209+25.5% | $142,382-37.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 10.73% | 345.14%-334.4pp | 282.51%-271.8pp | 217.08%-206.3pp |
| Employer contribution / active EE | $3,185 | $2,854+11.6% | $2,721+17.0% | $4,299-25.9% |
| Participant deferral / active EE | $6,837 | $4,454+53.5% | $4,175+63.7% | $6,507+5.1% |
| Admin fee / account holder | $1,297 | $5,568-76.7% | $5,349-75.8% | $12,624-89.7% |