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 | $114,381+4.1% | $107,525+10.7% | $142,382-16.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 9.26% | 242.71%-233.4pp | 181.32%-172.1pp | 217.08%-207.8pp |
| Employer contribution / active EE | $5,420 | $4,015+35.0% | $3,754+44.4% | $4,299+26.1% |
| Participant deferral / active EE | $15,447 | $5,564+177.6% | $5,116+202.0% | $6,507+137.4% |
| Admin fee / account holder | $134,945 | $9,860+1268.6% | $8,919+1413.1% | $12,624+969.0% |