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 | $140,637 | $100,773+39.6% | $88,946+58.1% | $142,382-1.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 10.74% | 70.18%-59.4pp | 57.82%-47.1pp | 217.08%-206.3pp |
| Employer contribution / active EE | $2,978 | $2,918+2.1% | $2,555+16.6% | $4,299-30.7% |
| Participant deferral / active EE | $7,825 | $5,230+49.6% | $4,581+70.8% | $6,507+20.3% |
| Admin fee / account holder | $462 | $9,693-95.2% | $8,261-94.4% | $12,624-96.3% |