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 | $119,072 | $111,535+6.8% | $105,223+13.2% | $137,256-13.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 9.26% | 237.85%-228.6pp | 180.65%-171.4pp | 220.34%-211.1pp |
| Employer contribution / active EE | $5,420 | $3,939+37.6% | $3,689+46.9% | $4,156+30.4% |
| Participant deferral / active EE | $15,447 | $5,500+180.9% | $5,072+204.6% | $6,407+141.1% |
| Admin fee / account holder | $134,945 | $9,721+1288.1% | $8,859+1423.3% | $12,270+999.8% |