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 6-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 | $152,686 | $111,814+36.6% | $103,374+47.7% | $145,959+4.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.82% | 24.77%-16.9pp | 24.89%-17.1pp | 561.95%-554.1pp |
| Employer contribution / active EE | $12,743 | $4,214+202.4% | $3,869+229.3% | $4,661+173.4% |
| Participant deferral / active EE | $12,871 | $5,618+129.1% | $5,058+154.5% | $6,689+92.4% |
| Admin fee / account holder | $6,807 | $9,754-30.2% | $8,394-18.9% | $13,398-49.2% |