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 | $117,344 | $112,096+4.7% | $95,952+22.3% | $158,922-26.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 5.41% | 171.09%-165.7pp | 91.61%-86.2pp | 302.83%-297.4pp |
| Employer contribution / active EE | $15,928 | $3,198+398.0% | $2,541+526.8% | $4,761+234.5% |
| Participant deferral / active EE | $17,875 | $4,784+273.6% | $4,167+329.0% | $5,982+198.8% |
| Admin fee / account holder | $464 | $10,130-95.4% | $6,795-93.2% | $11,246-95.9% |