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 | $246,363 | $159,901+54.1% | $146,958+67.6% | $145,922+68.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.72% | 98.13%-89.4pp | 418.34%-409.6pp | 561.29%-552.6pp |
| Employer contribution / active EE | $13,005 | $5,286+146.0% | $4,933+163.6% | $4,660+179.1% |
| Participant deferral / active EE | $5,031 | $8,428-40.3% | $8,070-37.7% | $6,688-24.8% |
| Admin fee / account holder | $1,826 | $15,044-87.9% | $12,998-86.0% | $13,397-86.4% |