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 | $154,778 | $115,882+33.6% | $100,516+54.0% | $158,922-2.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 2.12% | 34.79%-32.7pp | 30.89%-28.8pp | 302.83%-300.7pp |
| Employer contribution / active EE | $9,921 | $4,103+141.8% | $3,418+190.3% | $4,761+108.4% |
| Participant deferral / active EE | $19,841 | $6,674+197.3% | $6,270+216.4% | $5,982+231.7% |
| Admin fee / account holder | $114,406 | $10,995+940.5% | $8,081+1315.7% | $11,246+917.3% |