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 | $130,162 | $158,398-17.8% | $126,539+2.9% | $142,382-8.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 9.20% | 593.76%-584.6pp | 425.95%-416.7pp | 217.08%-207.9pp |
| Employer contribution / active EE | $9,330 | $4,650+100.7% | $3,674+153.9% | $4,299+117.0% |
| Participant deferral / active EE | $9,083 | $4,767+90.6% | $4,083+122.5% | $6,507+39.6% |
| Admin fee / account holder | $988 | $6,918-85.7% | $6,065-83.7% | $12,624-92.2% |