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 7-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 | $184,852 | $114,381+61.6% | $107,525+71.9% | $142,382+29.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 6.87% | 242.71%-235.8pp | 181.32%-174.5pp | 217.08%-210.2pp |
| Employer contribution / active EE | $15,317 | $4,015+281.5% | $3,754+308.1% | $4,299+256.3% |
| Participant deferral / active EE | $18,167 | $5,564+226.5% | $5,116+255.1% | $6,507+179.2% |
| Admin fee / account holder | $1,938 | $9,860-80.3% | $8,919-78.3% | $12,624-84.7% |