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 | $133,572 | $88,751+50.5% | $81,812+63.3% | $145,922-8.5% |
| Participation rate | 91.7% | 75.0%+16.6pp | 72.3%+19.3pp | 80.3%+11.4pp |
| Annual return | 8.01% | 1025.40%-1017.4pp | 773.79%-765.8pp | 561.29%-553.3pp |
| Employer contribution / active EE | $3,194 | $3,083+3.6% | $2,912+9.7% | $4,660-31.5% |
| Participant deferral / active EE | $8,225 | $4,643+77.1% | $4,319+90.5% | $6,688+23.0% |
| Admin fee / account holder | $2,013 | $8,415-76.1% | $7,386-72.7% | $13,397-85.0% |