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 | $64,093 | $202,432-68.3% | $169,368-62.2% | $139,434-54.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.82% | 531.74%-523.9pp | 405.60%-397.8pp | 372.94%-365.1pp |
| Employer contribution / active EE | $4,355 | $4,692-7.2% | $4,013+8.5% | $4,751-8.3% |
| Participant deferral / active EE | $19,362 | $6,938+179.1% | $6,221+211.2% | $6,710+188.5% |
| Admin fee / account holder | $578 | $10,708-94.6% | $9,003-93.6% | $11,403-94.9% |