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 | $112,407 | $116,175-3.2% | $93,606+20.1% | $152,861-26.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 8.55% | 35.96%-27.4pp | 32.76%-24.2pp | 345.32%-336.8pp |
| Employer contribution / active EE | $16,800 | $3,218+422.0% | $2,718+518.1% | $4,762+252.8% |
| Participant deferral / active EE | $25,000 | $4,603+443.1% | $4,069+514.5% | $5,850+327.3% |
| Admin fee / account holder | $1,647 | $10,748-84.7% | $7,888-79.1% | $11,596-85.8% |