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 | $85,817 | $74,888+14.6% | $71,209+20.5% | $142,382-39.7% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 6.86% | 345.14%-338.3pp | 282.51%-275.7pp | 217.08%-210.2pp |
| Employer contribution / active EE | $6,178 | $2,854+116.4% | $2,721+127.0% | $4,299+43.7% |
| Participant deferral / active EE | $3,454 | $4,454-22.5% | $4,175-17.3% | $6,507-46.9% |
| Admin fee / account holder | $6,145 | $5,568+10.4% | $5,349+14.9% | $12,624-51.3% |