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 6-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 | $124,586 | $100,773+23.6% | $88,946+40.1% | $142,382-12.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 9.73% | 70.18%-60.4pp | 57.82%-48.1pp | 217.08%-207.3pp |
| Employer contribution / active EE | $3,242 | $2,918+11.1% | $2,555+26.9% | $4,299-24.6% |
| Participant deferral / active EE | $18,470 | $5,230+253.1% | $4,581+303.2% | $6,507+183.8% |
| Admin fee / account holder | $1,920 | $9,693-80.2% | $8,261-76.8% | $12,624-84.8% |