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 | $127,610 | $105,181+21.3% | $159,436-20.0% | $85,850+48.6% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.8%+13.3pp | 69.3%+26.8pp |
| Annual return | 11.39% | 45.07%-33.7pp | 263.57%-252.2pp | 318.53%-307.1pp |
| Employer contribution / active EE | $3,449 | $3,318+3.9% | $4,829-28.6% | $2,565+34.5% |
| Participant deferral / active EE | $12,112 | $5,945+103.7% | $7,352+64.7% | $3,952+206.5% |
| Admin fee / account holder | $34,803 | $6,933+402.0% | $10,799+222.3% | $6,260+456.0% |