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 | $143,739 | $117,983+21.8% | $101,794+41.2% | $142,382+1.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 2.57% | 36.92%-34.3pp | 30.53%-28.0pp | 217.08%-214.5pp |
| Employer contribution / active EE | $17,266 | $2,773+522.7% | $2,289+654.3% | $4,299+301.6% |
| Participant deferral / active EE | $14,600 | $4,714+209.7% | $4,084+257.5% | $6,507+124.4% |
| Admin fee / account holder | $547 | $10,433-94.8% | $8,777-93.8% | $12,624-95.7% |