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 | $169,215 | $114,381+47.9% | $107,525+57.4% | $142,382+18.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 11.50% | 242.71%-231.2pp | 181.32%-169.8pp | 217.08%-205.6pp |
| Employer contribution / active EE | $6,268 | $4,015+56.1% | $3,754+67.0% | $4,299+45.8% |
| Participant deferral / active EE | $2,573 | $5,564-53.8% | $5,116-49.7% | $6,507-60.5% |
| Admin fee / account holder | $7,463 | $9,860-24.3% | $8,919-16.3% | $12,624-40.9% |