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 9-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 | $133,695 | $105,126+27.2% | $94,646+41.3% | $139,434-4.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 12.21% | 38.03%-25.8pp | 156.71%-144.5pp | 372.94%-360.7pp |
| Employer contribution / active EE | $3,833 | $4,106-6.6% | $3,672+4.4% | $4,751-19.3% |
| Participant deferral / active EE | $18,250 | $7,599+140.2% | $7,418+146.0% | $6,710+172.0% |
| Admin fee / account holder | $9,549 | $8,984+6.3% | $7,231+32.1% | $11,403-16.3% |