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 | $129,606 | $108,919+19.0% | $100,391+29.1% | $145,922-11.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 8.51% | 57.88%-49.4pp | 49.20%-40.7pp | 561.29%-552.8pp |
| Employer contribution / active EE | $9,477 | $4,419+114.4% | $3,942+140.4% | $4,660+103.4% |
| Participant deferral / active EE | $25,108 | $8,445+197.3% | $8,082+210.7% | $6,688+275.4% |
| Admin fee / account holder | $526 | $9,689-94.6% | $7,899-93.3% | $13,397-96.1% |